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WWW.ilovemytaxlady.com 2012 INCOME TAX ORGANIZER Alpha Omega Tax Service LLC 420 Odd Fellows Rd Crowley, LA 70526 Office 337-250-4240 Fax 866-295-5964 Taxpayer s Name Social Security Number Spouse
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Start by gathering all necessary personal information about the client, such as their full name, contact details, and social security number.
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Next, collect information about the client's financial situation, including their income, assets, debts, and expenses. This will help create a comprehensive picture of their financial status.
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Provide sections or spaces for the client to list any dependents they may have, as well as any relevant health and insurance information.
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Create sections for the client to document their goals and objectives, such as short-term and long-term financial goals, retirement plans, and investment preferences.
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Include a section for the client to disclose any current or past litigation, bankruptcies, or other legal matters that may have an impact on their financial situation.
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Finally, make sure to include a signature line where the client can sign, indicating their understanding and agreement to the information provided.

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Client organizer - alpha is a tool used to gather information about a client's financial situation for tax preparation purposes.
Individuals or businesses who are seeking tax preparation services are required to fill out the client organizer - alpha.
To fill out the client organizer - alpha, one must provide accurate and detailed information about their income, expenses, deductions, and other financial details.
The purpose of client organizer - alpha is to streamline the tax preparation process by gathering all necessary financial information in one place.
On client organizer - alpha, one must report information about income, expenses, deductions, assets, liabilities, and any other relevant financial details.
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