Broker Check

Royalty & Associates

(812) 346-1456

Tax Organizer

This Tax Organizer is provided to help you gather the information needed to prepare your 2017 income tax return. The 2016 amounts are printed for your convenience. Enter this year's information in the area provided on the following pages. If any printed information is incorrect please make the necessary corrections.

The next page contains a checklist. Please check the appropriate boxes and attach supporting documents, if applicable. Make a note of anything you may want to discuss during our meeting.

Feel free to print this off for your appointment. You can pick and choose which forms to print. 

Tax Organizer



 

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