Individual Client Questionnaire
This five page questionnaire is required to be completed and returned with your individual tax documents in order for us to accurately prepare your returns.
Electronic Organizer Option
Current John A. Knutson & Co., PLLP clients can now request an electronic version of their tax organizer. This includes completing and submitting tax documents electronically. We use My1040Data, which keeps all information secure. If you would like to complete your 2020 organizer and submit tax documents electronically, please request login credentials. After you receive login credentials you can login here.
Upload Tax Organizer as PDF Option
Current John A. Knutson & Co., PLLP clients can now securely send documents for your tax organizer as PDFs. Tips for sending JAK your documents:
- Make sure all documents are saved as PDFs and named as follows: Last Name – Document Name. Example: Johnson – W2.
- Multiple documents may be combined into one file, but our preference is a separate file for each document.
- Please, when possible, upload all files at the same time. We realize that some documents come in late and may be sent separately from the bulk.
- Click on the link. You’ll be prompted to enter your name and email address. Then drag or browse out to select the files to upload. When all files are included, click Upload and files will be sent to our admin department.
Estate Planning Organizer
This organizer is a great start to recording your estate with everything in one place. Keep it safe and review it annually if not more. You can also pick up this book at our office.
Reference Guide: What to do when someone passes
During a very difficult time in your life it’s helpful to have a list of necessary tasks. Use this checklist or pass it to a loved one when you or someone you know loses a family member or friend. This will help the user to not only complete these necessary tasks, but to delegate some of them to others asking “How can I help”.