PBS TAX & BOOKKEEPING SERVICE
18757 Burbank Blvd., Suite 216
Tarzana, California 91356
Tired of automated phone systems? Call PBS and talk to a real person!
INCOME TAX ORGANIZER
Our Tax Organizer is designed to help you gather the proper tax information required to prepare
your tax return. Please fill out completely all areas that pertain to you. If you have part of the year
as Company Driver and part Owner-Operator you will need to fill out all 3 pages.
In addition, please also send the following:
[ ] A copy of your most recent federal, State and Local tax returns if not prepared by PBS
(this information is mandatory as it gives us an idea of your tax history and
[ ] Detailed depreciation schedule on any equipment purchased, including
depreciation, cost, accumulated depreciation, method and useful life (new clients only).
[ ] All wage/earning statements W-2’s, 1099’s, K-1’s, etc.
[ ] Form(s) 1098 (mortgage interest) and property tax statements.
[ ] Year-end stock brokerage tax summary (1099) (including purchase price and dates acquired
for items sold) from stock, bond or other investment transactions.
[ ] Closing statements pertaining to real estate transactions.
[ ] Any tax notices received from the IRS or other taxing authorities.
[ ] Information on any equipment sold or traded.
[ ] A copy of the lease or purchase agreement including financing terms for
any new or used equipment acquired.
[ ] A $250 deposit toward the preparation of your tax return. When your return is
completed you will be notified of the results and balance due to PBS.
[ ] If you anticipate a refund and want direct deposit, please include a voided check for the
account you want the deposit made to.
Please be sure to provide all the information listed. It is imperative we receive all information if
we are to maximize your tax savings. Please send your completed Tax Organizer along w