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2016 Tax Organizers Are Here

Stroud and Co. provides personal 2016 Tax Organizers to all clients.  The Tax Organizer is designed to help you conveniently gather the tax information needed to prepare your 2016 personal income tax return. To access your tax Organizer via the client portal, enter your login on the home page.  

If you don't remember your password, you can reset it.  If you don’t have one, call our office and sign up today for your own secure online portal. 

To help you complete the Tax Organizer easily, you will find certain information from your 2015 personal income tax return. Enter 2016 information on the Tax Organizer pages provided. If any information does not apply to you or is incorrect, please draw a line through it or make the necessary corrections. 

You will also need to provide the following documentation that applies to your unique tax situation:

 - Forms W-2 for wages, salaries and tips.

- All Forms 1099 for interest, dividends, retirement, miscellaneous income,

- Social Security, state or local refunds, gambling winnings, etc.

- Brokerage statements showing investment transactions for stocks, bonds, etc.

- Schedule K-1 showing income from partnerships, S corporations, estates and trusts.

- Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.

- All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.

- Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C).

- Copies of closing statements regarding the sale or purchase of real property.

- Legal papers for adoption, divorce, or separation involving custody of your

dependent children.

- Any tax notices sent to you by the IRS or other taxing authority.

- A copy of your income tax return from last year, if not prepared by this office.

IRS regulations require paid tax preparers file electronically. Therefore, your return will be electronically filed this year. The benefits of e-filing include a secure way to file tax returns and it provides proof of acceptance that the IRS has accepted your return for processing.

Remember, the IRS does not send out unsolicited emails requesting detailed personal information. Such authentic-looking emails are called "phishing" emails and responding may expose you to identity theft. If you receive such an email from the IRS, send a copy of the email to Please do not respond to the email unless the email request you send to the IRS has been verified as legitimate. You may also contact our office regarding any correspondence, written or electronic, that you receive from the IRS.

To contact us, please call at 910-793-5454 or email us at


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