[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-301980-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-301980-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","2022-hough-blank-tax-organizer-short","2022 Hough Blank Tax Organizer - Short","","2022 Hough & Company tax engagement materials explain how clients should complete a 2022 Tax Organizer to provide the information needed for preparing a 2022 federal and requested state income tax return. The letter outlines client responsibilities for accuracy and completeness, required supporting documentation, and instructions for sharing data securely or submitting it in person. 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Clients should complete applicable organizer sections and provide supporting documentation when necessary.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What supporting documents and tax forms are requested?",{"text":67,"@type":63},"The materials request items such as a copy of the 2021 tax return (if not prepared by the office), W-2 and 1099 forms, all pages of Schedule K-1, 1098 mortgage interest and property tax statements, brokerage statements, closing statements for real estate, 1099-K if applicable, and other supporting documents, including IRS or other tax notices.",{"name":69,"@type":60,"acceptedAnswer":70},"How should clients submit their information and what are client responsibilities?",{"text":71,"@type":63},"Clients may upload information to a secure ShareFile link or drop off their documents. The client is responsible for providing and verifying information for accuracy and completeness, retaining basis documents, and reviewing the final returns before signing.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},301980,1789988160,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":26,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":99,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":120},2336477974920,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","February 10, 2023  \nHOUGH & COMPANY PA CPAS  \n248 NOKOMIS AVE S  \nVENICE, FL 34285  \nDear CLIENT:  \nThe 2022 Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2022 income tax return. Please complete the organizer sections as appropriate and provide supporting documentation where necessary. Prior year data is included on the organizer sections for your reference.  \nFor your convenience, now you may also upload your information to our secure server or you can simply drop off your information. Our ShareFile link is located on the bottom right corner of our homepage [www.houghcpa.com](www.houghcpa.com or you can type)[ or you can type](www.houghcpa.com or you can type) in the full URL as follows:  \n\u003C[https://houghcpa.sharefile.com/share/getinfo/r5fafc789b4e4c408](https://houghcpa.sharefile.com/share/getinfo/r5fafc789b4e4c408)>  \nPlease provide us with the following additional information:  \n-A copy of your 2021 tax return, if not prepared by this office  \n-Form(s) W-2 (wages, etc.)  \n-Form(s) 1099 (interest, dividends, etc.)  \n-Schedule(s) K-1 (ALL PAGES of income/loss from partnerships, S corporations, etc.)  \n-Form(s) 1098 (ALL PAGES of mortgage interest) and property tax statements  \n-Brokerage statements-ALL PAGES from stock, bond or other investment transactions  \n-Closing statements pertaining to real estate transactions  \n-Form(s) 1099-K (Merchant Card and Third Party Network Payments)  \n-All other supporting documents (schedules, checkbooks, etc.)  \n-Any tax notices received from the IRS or other taxing authorities  \n-Form 1095-A, Form 1095-B, Form 1095-C, Health Insurance Coverage  \n-Copy of Health Insurance Card with effective dates (Form 39.1)  \n-Please provide a summary of your HSA Contributions / Distributions  \n-Please provide a voided check with your bank account and routing numbers if you would like direct deposit/debit  \n-Please provide & verify your cellphone number and email address  \n-Please confirm if you are receiving the Advance Child Tax Credit wth a list of the amounts received by month your received payment.s  \n-Please provide us with the amounts of the COVID-19/Economic Impact payments you received for 2021 and 2022, if any, by month you received payments  \n-Please provide us with your IRS Identity Theft PIN\\#, for you and your spouse,if applicable.  \nThank you for your help in the completion of the Tax Organizer. Please contact us if you need further assistance.  \nSincerely  \nMark S. Ring, CPA President / CEO  \nHOUGH & COMPANY, P.A.  \nCERTIFIED PUBLIC ACCOUNTANTS  \n[www.houghcpa.com | Phone:](www.houghcpa.com | Phone:) 941.488.7768 | Fax: 941.484.3975  \nFebruary 10, 2023  \nHOUGH & COMPANY PA CPAS  \n248 NOKOMIS AVE S VENICE, FL 34285  \nDear CLIENT,  \nEngagement Letter: 2022 Individual Income Tax Return and other related filings  \nThis letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared, to confirm the following arrangements.  \nWe will prepare your 2022 federal and requested state income tax returns, including applicable 2023 estimated taxes, from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. The attached 2022 Tax Organizer will guide you in gathering the necessary information. The utilization of this tool will also aid in keeping the fees to a minimum.  \nIt is your responsibility to provide and verify for accuracy and completeness, all the information required for the preparation of complete and accurate returns. Please make sure to provide your bank account and routing numbers where required. We will use the submitted information for the sole purpose of preparing your returns. You should retain all the ","cbCaigcWyuYuJaig","https://ap.wps.com/l/cbCaigcWyuYuJaig","pdf",449127,"English","# Engagement Letter: 2022 Individual Income Tax Return and Related Filings\n## Purpose of the 2022 Tax Organizer\n## Client Responsibilities and Information Verification\n## Scope and Limitations of Services\n## Supporting Documents and Additional Items Required\n## Fees, Notices, and Representation Options","[{\"question\":\"What is the purpose of the 2022 Tax Organizer?\",\"answer\":\"It helps collect and report information needed to prepare the 2022 income tax return. Clients should complete applicable organizer sections and provide supporting documentation when necessary.\"},{\"question\":\"What supporting documents and tax forms are requested?\",\"answer\":\"The materials request items such as a copy of the 2021 tax return (if not prepared by the office), W-2 and 1099 forms, all pages of Schedule K-1, 1098 mortgage interest and property tax statements, brokerage statements, closing statements for real estate, 1099-K if applicable, and other supporting documents, including IRS or other tax notices.\"},{\"question\":\"How should clients submit their information and what are client responsibilities?\",\"answer\":\"Clients may upload information to a secure ShareFile link or drop off their documents. The client is responsible for providing and verifying information for accuracy and completeness, retaining basis documents, and reviewing the final returns before signing.\"}]","2022 Hough Blank Tax Organizer - Short | PDF",1789787699]