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Get the free 2015 Simplified Client Organizer - Lindgren amp Associates

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Lindgren & Associates Phone: 651.257.2152 Email: general lindgrentaxandaccounting.com Tax season is officially here. Our tax professionals Cory Lindgren, Ellie Peterson and Colette Campbell are excited
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How to fill out 2015 simplified client organizer

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How to fill out 2015 simplified client organizer:

01
Start by gathering all necessary financial documents for the year 2015, such as income statements, bank statements, investment statements, and receipts for expenses.
02
Begin filling out the organizer by providing personal information, including your name, address, social security number, and contact information.
03
Proceed to the income section of the organizer. Enter all sources of income received during the year 2015, including wages, salary, tips, self-employment income, rental income, and any other taxable income.
04
Move on to the deductions section. List all eligible deductions you can claim for the year 2015, such as mortgage interest, property taxes, medical expenses, charitable contributions, and business expenses if applicable.
05
Complete the section for credits and adjustments. Include any tax credits you may be eligible for, such as the earned income credit, child tax credit, education credits, and any other applicable credits. Also, include any adjustments to income, such as retirement contributions or student loan interest deductions.
06
Ensure that you have accurately captured all income, deductions, credits, and adjustments on the organizer.
07
Review the organizer carefully for any errors or omissions. Double-check all calculations and make sure you have included all necessary information.
08
Sign and date the organizer once you are satisfied with the accuracy and completeness of the information provided.
09
Keep a copy of the filled-out organizer for your records and submit the original to your tax preparer or accountant for further processing.

Who needs 2015 simplified client organizer:

01
Individuals or business owners who earned income during the year 2015.
02
Taxpayers who want to organize their financial information and documents in preparation for filing their tax return.
03
Those who want to ensure they are claiming all eligible deductions, credits, and adjustments on their tax return for the year 2015.
04
Individuals or businesses who may be subject to tax audits or need to provide financial information to authorities.
Note: The above information is based on the assumption that the 2015 simplified client organizer is specifically designed for tax-related purposes.
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The simplified client organizer is a form used to collect and organize information related to a client's financial situation.
The client or their designated representative is required to file the simplified client organizer.
The simplified client organizer can be filled out manually or electronically, by providing all required information accurately.
The purpose of the simplified client organizer is to gather financial information from clients to assist in financial planning and tax preparation.
Information such as income, expenses, assets, liabilities, and other financial details must be reported on the simplified client organizer.
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