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



 

Have A Question?







Thank you! Oops!

Recommended Content

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.