The Barrows Sollenberger Group & Barrows Wealth Management


INCOME TAX ORGANIZER (Part One)
Your are invited to print out this 6 part organizer and use it.  This will help you organize your tax information and make sure you don't miss any important deductions.  Whether you do your own tax return or use the services of a CPA firm, we hope you'll find it useful and informative!

Taxpayer Information
First Name

Middle Initial

Last Name
Social Security #
Occupation
Date of Birth
Street Address
City State
County Zip Code
Home Telephone
Work Telephone
Email Address

Spouse Information
First Name

Middle Initial

Last Name
Social Security #
Occupation
Date of Birth
Street Address
City State
County Zip Code
Home Telephone
Work Telephone
Email Address

Filing Status
Single Married  
Head of Household Married Filing Separate  

Salaries and Wages: Attach W-2 Forms
W-2 Taxpayer
 or Spouse
(circle one)
Employer Box 1 Box 2 Box 4 Box 6
1 T or S
2 T or S
3 T or S
4 T or S
5 T or S
W-2 Taxpayer
 or Spouse
Box 13/14 Box 17 Box 18 Box 20 Box 21
1 T or S
2 T or S
3 T or S
4 T or S
5 T or S

Dependent 1
First Name

Middle Initial

Last Name

Months at Home

Social Security #

Student?

Yes
No
Relationship
Date of Birth
Dependent 2
First Name

Middle Initial

Last Name

Months at Home

Social Security #

Student?

Yes
No
Relationship
Date of Birth
Dependent 3
First Name

Middle Initial

Last Name

Months at Home

Social Security #

Student?

Yes
No
Relationship
Date of Birth

*Include additional dependents in space to the left.


Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered
through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
We have individuals licensed to offer securities in the state of FL, MD, NY, PA, VA and WV.
This is not an offer to sell securities in any other state or jurisdiction.
The Barrows Sollenberger Group is not affiliated with 1st Global Capital Corp.
Copyright 2002-2011 The Barrows Sollenberger Group, P.C.