2017 Online Tax Organizer

Trucker Tax Service

info@truckertaxservice.com - 888.799.1099 - www.truckertaxservice.com

This is the part of the process that is critical to insuring your taxes are completed properly and in a timely manner.  Although it may look a little overwhelming, we promise the more thoroughly you complete the following pages, the easier, faster, and more successful the process will be.  Remember, missing out on a sizeable refund or paying out additional tax dollars you don’t actually owe, depends upon how you fill out this form.  Take the time to be thorough and complete.

The above numbers should all add up to 365

The above numbers should all add up to 365

If yes, please provide the bill of sale for that purchase.

Please put total dollar amount spent for this tax year in the space below the deductible item. If you are a TAP member and have filled out all 12 TAP sheets, then you can omit this section.  Proceed directly to the Engagement Letter.

2017 Engagement Letter

Your federal and state tax return will be e-filed upon completion and receipt of Form 8879 and the appropriated state e-file authorization form. Please sign (taxpayer and spouse) and return the forms to us.  If you would like your refund direct deposited into a bank account, please provide the following:

Per IRS guidelines, we are not able to collect our fee from your refund.  Therefore, all fees will need to be paid prior to the tax return(s) being processed.

If you would like your refund direct deposited into your bank account, please provide the following:

THE INFORMATION CONTAINED HEREIN IS, TO THE BEST OF MY KNOWLEDGE, CORRECT AND COMPLETE. I UNDERSTAND THAT TRUCKER TAX SERVICE, INC. WILL NOT COMPILE MY TAX RETURN UNTIL THIS FORM IS COMPLETED, SIGNED, AND RETURNED TO OUR OFFICE WITH ALL MY INCOME STATEMENTS. THERE ARE NO EXCEPTIONS TO THIS POLICY.

NOTE: If you choose to have your tax package e-mailed, it will be sent immediately upon completion along with all of the necessary mailing addresses and instructions. Simply print it, sign it, and file for your records. Before selecting this delivery method, be certain that your e-mail address is current and usable, and your printer is capable of quality printing.

Only one delivery method should be checked as we are not permitted to both e-mail AND send a copy via the USPS, or for example, e-mail the Federal return and send the State return via USPS. The same delivery method will apply to both returns.

Your federal and state tax return will be electronically signed and e-filed. 

If you are a partner or shareholder in any entity please include the K-1.

Your tax return cannot be completed and filed without this information

If you received a 1095-A, a 1095-B or a 1095-C, we will need it in order to provide the correct information to the IRS. Please include a copy.

Thank you for filling out this very important form.  We will be in contact with you as soon as possible.  All you have to do now is press the submit button below, we will receive all this information and we will begin processing it.  Please press print before Submit if you would like a printed copy.  

MAKE SURE YOU ALSO SEND US YOUR PREVIOUS YEAR'S TAX RETURN AND 1099s OR W2s