2011 Tax Preparation - All Files: (ZIP) All pertinent files needed to complete your tax return are included in the "zip" file for download. Please note that we cannot start your tax return without the receipt of a signed engagement letter. Omission of the Engagement Letter will delay the processing of your return. Please complete required all forms to assist us in completing your tax return. Incomplete forms may require us to contact you to obtain additional information in order to complete your return.
Additionally, we advise also completing the consent letter and enclosing it with your tax documents. This will allow your advisor to review and assist you with your financial planning needs.
Please see items below for detailed information on enclosed documents.
Due to the high volume of tax returns received in a short period, the vast majority of returns received at Tax Services after February 29, 2012 may very likely be extended. Regardless of the date we receive your tax information, we cannot guarantee that your returns will be completed and sent back to you in time to be filed with the IRS or state agency by April 17, 2012.
2011 Tax Preparation Engagement Letter: (PDF) To be included with the submission of your tax documents. Tax Services will not begin the preparation of your tax return without the receipt of a signed Engagement Letter.
2011 Client Tax Organizer Questionnaire: (PDF) The Client Tax Organizer (CTO) Questionnaire is designed to help you collect and report the information that First Command Tax Services needs to prepare your return. The completion of the CTO and the Engagement Letter are the first steps toward allowing us to prepare your tax return effectively and efficiently.
2011 Supplemental Information Pages: (PDF) When answering some questions on the CTO, you may be required to complete certain supplemental information pages that will assist us in preparing your tax return.
Consent to Use of Tax Return Information: (PDF) If you would like your First Command advisor to be able to request a copy of your tax return to assist them in providing you with financial services, please complete and sign this form and return it to Tax Services with your tax documents. The form remains valid for one year from the date signed unless otherwise indicated.
2011 Trust Client Tax Organizer: (PDF) The Trust Client Tax Organizer (CTO) Questionnaire is designed to help you collect and report the information that First Command Tax Services needs to prepare your trust return. The completion of the Trust CTO and the Engagement Letter are the first steps toward allowing us to prepare your tax return effectively and efficiently.
Amendment Client Tax Organizer: (PDF) The Amendment Client Tax Organizer (CTO) Questionnaire is designed to help you collect and report the information that First Command Tax Services needs to amend your return. The completion of the Amendment CTO, copies of the tax return(s) being amended, supporting documents and the Engagement Letter are the first steps toward allowing us to amend your tax return effectively and efficiently.
Once completed, please send your signed Engagement Letter and the completed Organizer and Supplemental Information Pages along with all supporting documentation to:
First Command Financial Planning
Attn: First Command Tax Services
1 FirstComm Plaza
Fort Worth, TX 76109-4999
Toll-free Phone # 877-356-0399
Toll-free Fax # 877-272-2106
Email: taxservices@firstcommand.com
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If you have any questions regarding any of the above information, please feel free to contact us:
By phone at 877-356-0399 (option 5) or by e-mail at taxservices@firstcommand.com.
© 2012 First Command Financial Services, Inc., parent of First Command Financial Planning, Inc. (Member SIPC, FINRA) and First Command Bank (Member FDIC). First Command Tax Services is a division of First Command Financial Planning, Inc. Financial planning services and investment products, including securities products, are offered by First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services, Inc. Banking products and services are offered by First Command Bank. In certain states, as required by law, First Command Financial Services, Inc. does business as a separate, domestic corporation, and does business in California as “First Command Insurance Services.”
Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with or endorsed by the U.S. government or U.S. armed forces.
First Command is proud to be an FPA Alliance firm, recognized by the Financial Planning Association® (FPA®) for commitment to professionalism in financial planning. The Financial Planning Association owns the FPA Alliance trademark.