Tax Preparation (All Files):

All pertinent files needed to complete your tax return are included in the “zip” file for download. Be sure to include a signed Engagement Letter when you send your tax documents to us (not separately). Omission of the Engagement Letter will delay the processing of your return. Please complete all required 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.

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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 March 2, 2015 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 15, 2015.

Mac Users READ THIS FIRST:

This document will instruct you how to open the documents using Adobe Acrobat (instead of “Preview”). While you can use Preview to open the Adobe PDF files, if you do so, when you send us your files via secured email or via Command Center upload, we will not be able to see any of the data you entered into the text fields.

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Client Tax Organizer Questionnaire:

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.

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Consent to Use of Tax Return Information:

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.

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Trust Client Tax Organizer:

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.

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Tax Preparation Engagement Letter:

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.

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Individual Supplemental Pages:

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.

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Amended Return Client Tax Organizer:

The Amended Return Tax Organizer (CTO) Questionnaire is a short 2-page organizer designed to help you collect and report the information that First Command Tax Services needs to amend your return. The completion of the Amended Return 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.

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To get everything back to us you can mail hard copies (our address is on the cover page of the Client Tax Organizer), but the sooner you can get everything to us the better, so here are a few other options:

If you have any questions regarding any of the above information, please feel free to contact us: By phone at 877-356-0399 (option 1) or by e-mail at taxservices@firstcommand.com.