Kevin R. Minkoff, CPA, LLC

1515 NE 112th Ave. Suite 250
Portland, OR 97220
503-252-3988 ● Fax 503-255-2247

Income Tax Organizer Index
Chose between the complete organizer or individual pages below:

COMPLETE ORGANIZER

Individual Pages:

     MISCELLANEOUS QUESTIONS

     PERSONAL INFORMATION

     INCOME

              Salaries & Wages

              Interest & Dividend Income

              Pension/IRA Distributions

              Sale of Stock and Other Assets

              Other Income

     SELF-EMPLOYED BUSINESS INCOME & EXPENSES

     RENTAL INCOME AND EXPENSES

     ASSET ACQUISITION

     AUTOMOBILE EXPENSES

     HOME EXPENSES (also used for office in home)

     OTHER DEDUCTIONS

              Medical & Dental Expenses

              Interest & Taxes Paid

              Charitable Donations

              Employee Business Expenses Unreimbursed

              Investment Expenses

              Other Payments & Deductions

              Retirement Contributions



     ESTIMATED TAX PAYMENTS

              Federal

              Home State

              Other State