Leiva CPA - Certified Public Accountant
LEIVA CPA, PA. e-Organizer

If you would like to prepare an electronic "organizer" so Rolando Leiva CPA PA may e-file your individual tax return with the IRS, please complete the followiing quick questionaire and click SUBMIT QUERY. Upon receipt, we will work on your return and contact you with missing items or additional ideas to reduce the taxes.

Note: This form should be used only if our PA prepared your form last year and your return is moderate in complexity. If you use this method, do not mail your organizer.

ELECTRONIC ON-LINE ORGANIZER
1. CONTACT INFORMATION
Name: e-mail:
Phone: Fax
2. W-2 INFORMATION
Employer 1
Employer Name Employer ID#
Address: City:
State Zip
Gross Wages from Block1 Fed Withholding block2
Employer 2
Employer Name Employer ID#
Address: City:
State Zip
Gross Wages from Block1 Fed Withholding block2
Employer 3
Employer Name Employer ID#
Address: City:
State Zip
Gross Wages from Block1 Fed Withholding block2
3. INTEREST & DIVIDEND INCOME
Name of Payer Amount on 1099 -B, block1
Name of Payer Amount on 1099 -B, block1
Name of Payer Amount on 1099 -B, block1
Name of Payer Amount on 1099 -B, block1
Name of Payer Amount on 1099 -B, block1
4. 1999-MISC
Name of Payer Amount
Deductions against income on 1099-Misc
Year/Make of your Car Business Miles Driven
Commuting miles home to office Office Supplies
Professional Fees Paid Travel Costs
Cell Phone Cost Internet
Other Costs
Description: Expense Paid
Description: Expense Paid
Description: Expense Paid
Description: Expense Paid
Description: Expense Paid
5. MORTGAGE
Amount Interest Expense Paid:
6. REAL ESTATE
Real Estate Tax Paid:
7. CHURCH
Contribution
8. OTHER CONTRIBUTIONS
Contribution
9. NON CASH CONTRIBUTIONS TO GOODWILL
Contribution
10. LIST HERE ANY OTHER TAX DOCUMENTATION