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2017 Organizer Questions


2017 Individual Tax Organizer

The 2017 Tax Organizer can assist you in collecting and reporting information necessary for us to properly prepare your 2017 income tax return. Please complete the organizer sections as appropriate and provide supporting documentation where necessary. Contact Jamie Gasca (Buterbaugh) at (480) 905-3640 regarding retainer amount due with the individual organizer.

The organizer is fairly lengthy to cover most all possible income and deductions. We have the organizer set-up so you can choose only the forms that apply to you. The first section contains the mandatory forms and questions. Choose only the forms in the second section that apply to you.

For returning clients, please contact Jamie Gasca (Buterbaugh) at (480) 905-3640 or via email for a customized tax organizer specific to your previous year tax return.


Taxpayer Choice Statement to File in Paper Format - Individual

We believe that we have one of the best tax organizers around. We strongly encourage you to answer all questions as they were designed to uncover deductions and take credits that you may be eligible for.


Non Cash Charitable Donations Worksheet for 2017

Please consider using this worksheet to document values for non cash property donations. This worksheet is provided as an aide in calculating most common non cash charitable donations. Our firm cannot guarantee or provide any assurance that the IRS will accept any of these values.


Insolvency Worksheet

Under most situations, you are allowed to exclude the cancellation of debt income to the extent you are insolvent. The Insolvency Worksheet will assist you in determining whether you (and your spouse if applicable) were insolvent on the day before your debt was cancelled. By filling out and signing this form, it will help us in determining whether you qualify for the insolvency exclusion and the extent to which you may possibly exclude cancellation of debt income under Internal Revenue Code Section 108.


2017 Individual Health Care Questionnaire


Health plans that qualify as minimum essential coverage

If you're covered by any of the following types of plans, you're considered covered under the health care law and don't have to pay a penalty.

Other plans may qualify. Please ask your health coverage provider.


Health plans that don't count as coverage

Some products that help pay for medical services don't qualify as minimum essential coverage. If you have only this kind of product, you may have to pay the fee. Examples include:

For more information, please go to



2017 Year-End Reporting of Taxable Fringe Benefits

When a company makes one of its vehicles available to an owner or employee without charge, the company must calculate the value of any non-business use of the vehicle and report it on that individual’s Form W-2 as a taxable fringe benefit.

Please prepare one form for each owner or employee who is using a company vehicle (even if two employees share one vehicle), and fax or mail them to our office.  

If your company is a Subchapter S corporation, or a Limited Liability Company that has elected to be taxed as a Subchapter S corporation, then the amount of any accident, health or long-term care insurance premiums paid by the company for the benefit of an individual who owns more than two percent (2%) of the company is also considered by the IRS to be a taxable fringe benefit.

Complete the form and return to us so we can provide you with the specific numbers and instructions for including this fringe benefit as taxable wages and the corresponding reporting of this benefit on Form W-2.


1099 Letter - 2017

Complete and return this form and worksheet to us if you wish for us to prepare your Forms 1099 for 2017. You are required to file and issue all 1099 forms by January 31, 2018. You can email the completed form to Jamie Gasca (Buterbaugh) at


Fraud Signature Letter - New Clients


Form W-9

Request For Taxpayer Identification Number & Certification

Small Business Tax Credit

Please print and complete this form and return to us at Jamie Gasca (Buterbaugh) at This form is utilized to determine if your company might qualify for a beneficial tax credit for health insurance premiums paid in 2014.


Taxpayer Choice Statement to File in Paper Format - Business

Trusts and Estates

Taxpayer Choice Statement to File in Paper Format - Trusts/Estate

Employee New Hire Forms

2018 Form W-4 (Federal) - To be updated soon, use 2017 for now.

Complete this form so that your employer can withhold the correct federal income tax from your pay. You should consider completing a new Form W-4 each year and when your personal or financial situation changes


2018 Form A-4 (Arizona)

Complete this form and return to your employer to elect an Arizona withholding percentage. Arizona withholding is a percentage of the amount of federal withholding withheld. You should consider completing a new Form A-4 each year and when your personal or financial situation changes.


Arizona New Hire Reporting Form

Complete this form for any new hires and return to Arizona New Hire Reporting Center.


I-9 Employment Eligibility Form

The purpose of this form is to document that each new hire is authorized to work in the United States.