Tax Deduction Finder & Problem Solver

Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Access any of the seven parts by double clicking on the underlined part number and print if needed. Mail the completed pages along with any required documentation (listed in Part 7) to this office for immediate service. You will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt.

Part 1 :
Required For All Returns
Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.
Part 2 :
Dependents, Interest & Dividend Income and Stock Sales
Part 3 :
Needed If Itemizing Your Deductions
Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.
Part 4 :
Needed If Itemizing Your Deductions
Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.
Part 5 :
Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.
Part 6 :
Rental & Business Income
Part 7 :
Required For All Returns
Final checklist of documents and records needed.


3953 Ridge Pike Suite 201, Collegeville, PA 19426
Phone: 610-409-9410   Fax: 610-409-9412   Email: russ@taloneinsurance.com

Securities and Investment Advisory Services offered through Woodbury
Financial Services, Inc., PO Box 64284, St Paul, MN 55164
Talone Insurance and Woodbury Financial Services, Inc. are not affiliated entities 800-800-2638, Member FINRA, SIPC and Registered Investment Advisor

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.

Investments products and services available only to residents of : California (CA), Delaware (DE), Florida (FL), Louisiana (LA), Maryland (MD), New Jersey (NJ), Pennsylvania (PA), Virginia (VA), Washington (DC), West Virgina (WV)

Talone Insurance and Woodbury Financial Services, Inc. are not affiliated entities