Tax Organizer

Before we get started ...

For Travel Nurses there are some additional documents needed to make sure we maximize the deductions for which you may be eligible, including copies of each travel contract, and "Tax Home Questionnaires."

For first year clients we need all the demographic data (birthdates, dependents, etc) is very important. Be sure to include:

Photocopy of Driver's License (or picture ID)
Copy of last year's tax return (first year clients only)
Attach a voided check (for direct deposit)

When Submitting your Tax Organizer please remember to:

Send a payment (check or money order) for the estimated/minimum fee. You will be billed for the balance if any.
Keep a copy of all forms that you send to us for your personal records.
Sign and send the privacy policy and engagement letter.
Attach any receipts or documents that you have questions about.

The organizer you fill in and mail to us will not be returned to you, as it will become part of your tax file held at our offices. We do not return the tax forms (W-2's, 1099's, etc.) you send to us therefore we request that you keep a copy for your records.

When sending us your organizer and tax forms please use a traceable type of mail. These include express/priority mail USPS, FedEx, Airborne, etc. Please mail to:

US MAIL:

RN TAXPRO
PO BOX 12828
Newport Beach, CA 92658

FED EX/UPS/ PRIORITY:

RN TAXPRO
129 W. Wilson, Suite 200
Costa Mesa, CA 92627