Terry and Company’s tax professionals work diligently and efficiently in preparing your taxes. The first step to completing your tax return is collecting your financial data. Below you will find details regarding what information we would need for your self or respective organization.

Individuals

Terry and Company has a very helpful and efficient method of collecting your data for individual tax returns. We supply our clients with e-organizers every year that can be filled out and sent electronically back to us with a click of a button. This is a process that Terry and Company has used for many years. Our clients have grown accustom to its hassle free process. We also provide our clients with a PDF version of the organizer for those who wish to fill it out through Acrobat Reader or by hand. We generally request a copy of the source documents and prior year tax returns as well.

If you are a returning client please request an E-Organizer as it will be tied to your prior year tax return. New clients may download the E-Organizer below.

>>Download the E-Organizer

>>Download the PDF Organizer

Small Business Corporations

Terry and Company has extensive experience working with Small Business Corporations. Before we begin preparing the tax return, we would first need to have a discussion about the business and its activities so that we may fully understand the company and its activities. For this type of entity, we would generally request the following information;

• Financial statements including, the balance sheet, income statement and trial balance
• Statement of fixed assets
• Prior year tax returns 
• Form SS-4 and EIN application form

Other information may be requested depending on your specific activities.

Corporations

Terry and Company has extensive experience working with Corporations. Before we begine preparing the tax return, we would first need to have a discussion about the business and its activities so that we may fully understand the company and its activities. For this type of entity, we would generally request the following information;

• Financial statements including, the balance sheet, income statement and trial balance
• Statement of fixed assets
• Prior year tax returns 
• Form SS-4 and EIN application form

Other information may be requested depending on your specific activities.

Partnerships

Terry and Company has industry experience with specific partnership activities including Low Income Housing as well as extensive experience with rental activities. Terry and Company also has experience preparing partnership returns in a multitude of other industries.

If you need information on Low Income Housing Tax Credits, click here.

For a partnership, we would generally request the following information;

• Financial statements including, the balance sheet, income statement and trial balance
• Statement of fixed assets
• Prior year tax returns 
• Form SS-4 and EIN application form
• Financial allocations between partners
• Partner names and social security numbers or EIN's

Other information may be requested depending on your specific activities.

Not-For-Profit Organizations

The information requested for Not-For-Profit Organizations has increased significantly from the 2007 year due to the changes in the 990 tax form. The amount of information that is actually needed depends greatly on whether you need to file a 990 or a 990EZ. Review the 990 changes or contact Terry and Company to determine if you qualify to file a 990EZ.

>>Review the 990 Changes

>>View the list of requested information

Trusts and Estates

Terry and Company has extensive experience working with Trusts. For this type of entity, we would generaly request the following information;

• Income tax forms including 1099's
• List of associated expenses
• Beneficiaries, their social security numbers, and address's
• Trusties and their social security numbers or EIN's
• Prior year tax returns
• Form SS-4 and EIN application form

Other information may be requested depending on your specific activities.