2021 Corporate and Personal Tax Organizer

2117 Traders Crossing, Fort Wayne, IN 46845

Trucker Tax Service

info@truckertaxservice.com - 888.799.1099 - www.truckertaxservice.com

This is the part of the process that is critical to insuring your taxes are completed properly and in a timely manner.  Although it may look a little overwhelming, we promise the more thoroughly you complete the following pages, the easier, faster, and more successful the process will be.  Remember, missing out on a sizeable refund or paying out additional tax dollars you don’t actually owe, depends upon how you fill out this form.  Take the time to be thorough and complete.

Please put total dollar amount spent for this tax year in the space below the deductible item. If you are a TAP or TAPApp member, you may omit this section. 

If you are a partner or shareholder in any entity please include the K-1.

WE WILL NEED A COPY OF THE 1095 FORM THAT YOU RECEIVED AS PROOF OF INSURANCE.

IT WILL BE A 1095-A, 1095-B ,OR A 1095-C.  THIS IS NEEDED TO COMPLETE THE TAX RETURN.

If you would like to have a copy of your finished form, please click on print below.  We receive your completed form the minute you see the Thank You page.  We will be contacting you should we need additional information.

2021 Engagement Letter 

Dear Client:
We would like to thank you for this opportunity to work with you. This letter is to confirm and specify terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements.

We will prepare your 2021 federal and state income tax returns from information you furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask your clarification of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. Your use of such forms will assist in keeping pertinent information from being overlooked.

The standard tax preparation fee is strictly for tax return(s) preparation. If we need to organize individual receipts, or provide any extra service, this will be charged at our normal billing rate of $75 per hour.

It is your responsibility to provide all the information required for the preparation of complete and accurate
returns. You should retain all the documents, canceled checks, and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.

Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, would any exist. We will render such accounting and bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

Trucker Tax Service, Inc. may, at its option, for any reason, automatically file for an extension on behalf of Client to extend the tax return filing deadline. If Client has not provided all documentation necessary by April 1st for the preceding tax year, Trucker Tax Service, Inc. will most likely file an extension on behalf of Client.

The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you
would like information on the amount or the circumstances of these penalties, please contact us.

Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such government tax examination, we will be available upon request to represent you. You may be charged our normal billing rate of $75 per hour, and expenses incurred.

Upon your understanding and agreement of this engagement letter, please sign below.

Very truly yours,

Jim O'Donnell

James K. O’Donnell
Trucker Tax Service, Inc.

To send this information to us, press the "Submit" button below. As soon as you see the "Thank You" page Trucker Tax Service will have received all your information. 

Press print before "Submit" if you would like a printed copy.  

MAKE SURE YOU ALSO SEND the following tax information to the address below - 1099s/W2s, Truck Purchase Agreements, Pensions/IRA documents, and any other tax documents you want us to look at:

dstixrood@truckertaxservice.com

888-799-1099 ext 200

If you are a new client, please include a copy of your previous year's tax return.