Sioux Falls, SD CPA / Woltman Van Kekerix & Stotz, PC
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Organizer Cover Letter

Organizer Checklist

Personal Information

Wages, Pensions, Etc.

Interest Income, Dividends, Stock Sales & Other Income

IRA Contributions, Higher Education Costs, Educator Deductions, Etc.

Itemized Deductions

Estimated Tax Payments

Small Business Income and Expenses (referred to as Schedule C)

Farm Income & Expenses

Rent Income & Expenses

Home Office General Information

Employee Business Expenses

Child Care Provider Income & Expenses

Clergy Housing Information