When Was My Tax Refund Check Mailed

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					                                                                                   TAX YEAR 2007
                                                                               CLIENT TAX ORGANIZER




              Client Name

                 Advisor

                                                                   Contact Information
          Don’t call me – contact my advisor if you have any questions
                                                                                                                     Best time to call
          E-mail address
                                                                                                                 (Mon-Fri, 8 am – 5 pm CT)
          Phone number #1

          Phone number #2

          When your tax returns are
                                                                To My Advisor                 To My Home           To An Alternate Address
          complete, where do you want
                                                                                            (see page 6)             (write in below)
          them mailed?



          Alternate Mailing Address:



          Whenever possible, completed return packages will be mailed via FedEx. Unless specifically requested, we will NOT
          require a signature. This means that if you are not home when FedEx arrives, the package will be left at your front
          door.
          If you would like to ensure that the package is signed for by an adult, check this box. SIGNATURE REQUIRED


                   You can return the completed organizer and associated tax documents to your First Command Advisor,
                       scan and e-mail it to taxservices@firstcommand.com , fax it to 877-272-2106 or 817-569-2185,
                                             or you may also mail them directly to Tax Services at:

                                                     First Command Tax Services
                                                           1 FirstComm Plaza
                                                      Fort Worth, TX 76109-4999
               Please retain a copy of the completed CTO for your records.
          Questions:
              Tax questions – the administrative staff of Tax Services (those who answer the phones) are not qualified
               to answer tax questions. You can reach one of our CPA’s at taxservices@firstcommand.com and they will
               generally respond to the e-mail the same day, unless significant research is required. During tax season,
               general questions are answered as time allows during the review of tax returns.
              General CTO preparation questions – call 877-356-0399 or e-mail taxservices@firstcommand.com.




                                                                              Page 1 of 14
250-E (1/07)                                                                                                                                 121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                                              Page 2 of 14
250-E (1/07)                                                                                                     121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                                BE SURE TO INCLUDE:
      This Tax Organizer completed in its entirety.
      2007 Engagement letter – tax returns will not be started until a signed copy is received.
      NEW CLIENTS ONLY - A copy of your 2006 federal and state tax return(s).
      Voided check (not a deposit slip) from bank account if direct deposit of refund is requested (Please staple to page 5).
      Any tax notices/corrections you have received from the IRS or state agency, or any other items you have questions about.
      Year-end brokerage statements showing transactions for mutual fund shares, stocks, bonds, and other investment accounts.
      Copies of real estate tax bills and other information relating to real property holdings.
      Copies of closing statements regarding the sale, purchase or refinance of real property.
      Copies of any notices you received from the IRS or state department of revenue regarding your prior year return.
      Copies of all forms received from list below. Note: for each form number, write in quantity of each form you are providing .


                TO ENSURE THE MOST TIMELY & ACCURATE COMPLETION OF YOUR RETURN,
                                   WE REQUEST THE FOLLOWING:
    Do not use pencil.                                                                     Do not send original documents.
    Ensure photocopies are dark enough to read and be
                                                                                            Do not send double-sided copies.
     photocopied again.
    Do not staple or paperclip documents.                                                  Do not use post-it notes or flags.
    Ensure that all documents pertain to the 2007 tax year.                                Do not write on the back of the organizer pages.


                 Write the quantity of each tax form you are including in the spaces provided
                                         DO NOT COUNT DUPLICATE COPIES OF THE SAME FORM
                                                                      # of forms                                                         # of forms
                       Form Number                                     included
                                                                                                            Form Number                   included
Forms W-2 (Wages, salaries, tips, and other
                                                                                     Forms RRB-1099 (Railroad retirement)
comp.)
Forms W-2G (Gambling or lottery winnings)                                            Forms 5498 (IRA contribution information)
Forms 1099-DIV (Dividend income)                                                     Sched K-1 (Partnership, S-Corp, trust income)
Forms 1099-INT/OID (Interest income)                                                 Form 4868 (Extension of time to file)
Forms 1099-B (Sales of stock)                                                        HUD-1 (Settlement for sale/purchase of home)
Forms 1099-MISC (Miscellaneous income)                                               Other form (specify):
Forms 1099-S (Sales of real property/home)                                           Other form (specify):
Forms 1099-R (Dist. from pensions, annuities)                                        Other form (specify):
Forms 1099-G (Unemployment/state refunds)                                            Other form (specify):
Forms 1099-Q (Qualified education programs)                                          Other form (specify):
Forms 1099-E (Student loan interest)                                                 Other form (specify):
Forms 1099-SA (Distributions from an HSA)                                            Alimony Received                                $

Forms 1098 (Mortgage interest)                                                       Taxable Scholarships & Fellowships              $

Forms 1098-C (Contributions for motor vehicles)                                      Jury Duty Pay                                   $

Forms 1098-E (Student loan interest)                                                 Household employee income not on W-2            $

Forms 1098-T (Tuition statement)                                                     Excess Minister’s Allowance                     $

Forms SSA-1099 (Social security benefits)                                            Alaska permanent fund dividends                 $

Other Forms/Documents provided:




                                                                              Page 3 of 14
250-E (1/07)                                                                                                                                          121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                      2007 TAX RETURN PRICING
                                                               Discounts on following page
                    Federal Forms and Schedules                                                                  State Tax Returns
Form 1040 – Individual (Long Form) – includes e-file form(s)            $135            State Individual Income Tax Return, Qty 1                   $110
Form 1040 – for qualified dependent children                            $60             State Individual Income Tax Return, Qty 2                   $100
Form 1040-A – Individual (Short Form–includes Sch. 1,2,3)               $100            State Individual Income Tax Return, Qty 3                   $90
Form 1040-EZ – Individual EZ Form                                       $60             Qualified Dependent Children’s State Return                 $50
                                                                                        Amended State Tax Return (if Tax Services prepared the
Form 1040-EZ – for qualified dependent children                         $40                                                                         $75
                                                                                        original return)
                                                                                        Amended State Tax Return (if original return not prepared
Form 1040X (if Tax Services prepared the original return)               $150            by Tax Services)
                                                                                                                                                    $150
Form 1040X (if original return not prepared by Tax
Services)
                                                                        $275            State Income Tax Return for Rental Property Only            $55
Schedule C – Profit or Loss from Business                               $125            City, County, Local, or School District Return              $55
Schedule D and D-1 – Capital Gains & Losses, per
transaction ($150 max)
                                                                        $10                             Cost Basis Information & Pricing
Schedule E - K1 or Royalty                                              $45                   If you traded/sold any stocks; cashed in mutual funds or
Schedule E - Rental Property, per property                              $100                transferred mutual funds/stocks – you may receive a Form
Schedule F – Profit or Loss from Farming                                $125              1099B. Form 1099B lists the selling price of your transaction
                                                                                         and is considered fully taxable unless you offset (subtract from
Form 2555 – Foreign Earned Income Exclusion                             $125
                                                                                          this amount) with the purchase price or cumulative purchase
Form 3115 – Application for Change in Acct. Method                      $150             price (cost basis). The resulting amount is your capital gain or
Form 4562 – Depreciation and Amortization, per transaction              $10                capital loss, which is reported on Schedule D. Without your
Form 4797 – Sales of Business Property, per transaction                 $45                  cost basis amount, the IRS will consider the selling price
Form 4835 – Farm Rental Income & Expenses                               $125                amount fully taxable and taxes will be due on this amount.
Form 8606 – Nondeductible IRA Expenses                                  $45             Cost Basis calculation services, per account
Form 8880 – Retirement Savings Credit                                   $45             (Average Cost method only) e.g. account                     $10 per
Home Sale Worksheet (if data does not flow to Schedule D)               $45             opened in 1995 = $130 CB calc. fee ($150 max                 year
                                                                                        PLUS cost of statements)
Form 1040-ES – Estimated Payments                                     No charge
                                                                                        Year-end mutual fund statements, per year, per
Form 1040-V – Payment Voucher
                                                                                                                                                    $5 each
                                                                      No charge         account – no maximum
Form 2210 – Underpayment of Estimated Tax                             No charge                                  Other Tax Returns
Form 8879 – E-file Signature Authorization                            No charge
                                                                                        Estate/Trust/Partnership/Corporate/                          Call for
Form TD F 90-22.1 – Foreign Bank Account                              No charge
                                                                                        Gift Tax Returns                                            estimate
All Other Federal Forms & Schedules                                      $75
                 Additional Charges – please read carefully. Discounts DO NOT apply to Additional Charges

Accounting fees - data entry, research, representation                                                                                     $150 per hour
Conversion charge – convert any foreign currency to USD (if required for preparation of tax return)                                         $150 flat fee
  Tax returns are prepared based solely on information provided in the Client Tax Organizers and via the tax documents you
submit. Tax Services will not review prior year tax returns to find possible omissions in current tax information provided by the
   client. It is your responsibility to ensure that all information necessary to prepare your tax return is included in your ta x
  package. Should a tax return require revision after completion through no fault of Tax Services, revision fees will apply as
      indicated below. Any tax return requiring revision due to a legitimate preparation error will be revised at no charge.
                                                                                                                                20% of undiscounted total of
Revision fee for federal tax return
                                                                                                                                 federal forms & schedules
                                                                                                                                    20% of undiscounted
Revision fee for state or other (City, County, Local, or School District ) tax return
                                                                                                                                      preparation fee
NFR fee – if a federal, state, or qualified dependent return is requested, but preparation determines that
the client does not have a filing requirement, a “no filing requirement” fee will be charged. This fee is                                  $45 per return
b ased upon time spent determining the filing requirement and will b e determined b y a CPA.




                                                                              Page 4 of 14
250-E (1/07)                                                                                                                                                    121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
Return policy – if a client returns or declines the completed tax return for any reason, Tax Servic es
will refund their final tax preparation fees less $150. This applies to tax returns that have been
                                                                                                                 $150 flat refund fee
completed, but not yet shipped to the advisor or client. For returns that have already been shipped to
                                                                                                                  (not to exceed final
the client or advisor, Tax Services will refund the preparation fees less $150, after the client returns all         invoice total)
copies of the tax returns to Tax Services, along with a copy of their new tax return prepared by
an alternate tax preparer (no exceptions).




                                                                              Page 5 of 14
250-E (1/07)                                                                                                                             121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                            2007 TAX RETURN DISCOUNTS
These discounts apply to all federal and state forms and schedules, as well as statement and cost basis services performed in
conjunction with tax preparation. As there are restrictions as to which discounts can be combined an d which cannot, please
review the information carefully. Clients can receive applicable discounts from all three Tiers, as indicated below.
                                     Tier One Discounts – clients can only receive 1 (one) Tier One Discount
                                                                                The clients’ tax information must be received at Tax Services (not the
Early Bird (EB)                                                  10%
                                                                                advisors office) by March 7, 2008.
                                                                                This discount is for clients who served in a qualified combat zone during the
Combat Zone (CZ)                                                 10%
                                                                                2007 tax year.
                                     Tier Two Discounts – clients can only receive 1 (one) Tier Two Discount
Professional Services/Tailored                                                  Professional Services/Tailored Professional clients will receive our largest
                                                                 30%
Professional Services Client (PS)                                               single discount.
                                                                                This discount is for returning Tax Services tax preparation clients who are
Loyalty (RET)                                                    20%
                                                                                not also Professional Services/Tailored Professional Services.
                                                                                This discount is for current Select Investor Plan clients who are not also
Select Investor Client (SIP)                                     20%
                                                                                Professional Services/Tailored Professional Services.
                                                                                This discount is for first-time Tax Services tax preparation clients who are
                                                                                not Professional Services/Tailored Professional Services or Select Investor
New Tax Services Client in Early                                                Program clients and for whom we receive their package by Friday, March
                                                                 10%
Bird period only (NEB)                                                          7th.
                                                                                If the tax package is received after Friday, March 7th, the new Tax Services
                                                                                client will only receive applicable Tier One or Tier Three discounts.
                            Tier Three Discounts – clients can receive both Tier Three Discounts, if applicable
                                                                                This discount is for clients whose complete tax package is received at Tax
                                                                                Services no later than Monday, March 31st (no exceptions), and who
                                                                                voluntarily agree to receive their completed federal and state tax returns
Voluntary Extension (EXT)
                                                                                after April 15th, 2008.
                                                                                The client’s initials in this section indicate acceptance and
Note: to receive this extension,
                                                                                acknowledgment that their return will not be complete until after
client must initial & date here:                                 10%
                                                                                April 15th, but prior to June 30th, 2008, assuming there is no
                                                                                information missing that would prevent Tax Services from
____________ / ____________
                                                                                completing the tax return(s).
Initials       Date
                                                                                Please note that any client’s tax return may be extended if necessary, but
                                                                                only client’s who have requested this discount in advance will receive the
                                                                                discount.
                                                                                This discount is for clients who substantially complete the new optional on-
                                                                                line Tax Notebook organizer.
Tax Notebook (NBK)                                               10%            If, during the preparation of the tax return, it becomes obvious that the client
                                                                                did not substantially complete the Tax Notebook, Tax Services will disallow
                                                                                this discount.
Sample of Discount Calculation - In this example, if client qualifies for the Early Bird (EB), Professional Services/Tailored Professional
Services (PS), Voluntary Extension (EXT), and Tax Notebook (NBK) discounts, if you add them all together, they total 60%, but Ta x
Services does not subtract the discount this way. Instead, subsequent discounts are based on the net fee remaining following
application of previous discounts. We calculate the discounts as follows:

     Subtotal of all Forms and Schedules ............................................................................................................................................... $500
     Less 10% Early Bird (EB) discount ........................................................................................................................................................ - $50
     Recalculate the subtotal......................................................................................................................................................................... $450
     Less 30% Professional Services (PS) discount (30% of $450) ..................................................................................................... - $135
     Recalculate the subtotal......................................................................................................................................................................... $315
     Less 20% for the combined Voluntary Extension (EXT) and Tax Notebook (NBK) discounts (20% of $315) ................. - $63
     Final tax preparation invoice total.................................................................................................................................................... $252

        It is important to note that although the applicable discounts initially add up to 60%, the actual total discount is 49.6%.




                                                                                              Page 6 of 14
250-E (1/07)                                                                                                                                                                                                  121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                  ELECTRONIC FILING – AVAILABLE FOR REFUNDS ONLY
                                                          Only available for 2007 tax returns
                                                         Not available after October 15th, 2008
If your federal tax return is eligible for electronic filing, would you like to file electronically?                                                                                                  Yes                   No
If your state tax return(s) is eligible for electronic filing, would you like to file electronically?                                                                                                 Yes                   No
Please note that tax returns with refunds will be accepted for electronic filing. Other returns which have taxes due will be returned with
a paper filing copy. If electronic filing is still requested after receiving the filing copy, please notify us and we will e lectronically file your
return. Payments have to be made to the proper taxing authority by the tax due date. It is the responsibility of the taxpayer to ensure
that these payments are made on a timely basis.
                                                                           DIRECT DEPOSIT OF REFUND
                                                                        Not available for amended tax returns
        How would you prefer your tax refund processed if you receive one?                                                                                    Federal             State ____                 State ____

I want the refund directly deposited into my account (complete account information below).

I want a check mailed to me.

I want to apply the refund to my next year’s tax liability.
If direct deposit option was selected, please staple a void check from the account you wish your refund to be deposited in the space
at the bottom of this page.
Name of your financial institution ...................................................................................................................................................................................

Routing Transit Number (must begin with 01 through 12 or 21 through 32) ........................................................................................................

Account number .................................................................................................................................................................................................................
What type of account is this? ...........................................................................................................................................................................................
                                                                                                                                              Checking                                       Savings
                                             IF YOU OWE THE IRS or STATE DEPARTMENT OF REVENUE
Do you want any applicable underpayment penalty calculated and added to the                                                                            Federal return                                   Yes             No
return?                                                                                                                                                State return(s)                                  Yes             No

                                                         PAYMENT OPTIONS OF TAX PREPARATION FEES

           I want to pay my tax preparation fees by credit card:
           Credit Card information:             Visa             MasterCard                                                                American Express                        Expires (mm/yy)
           Account #                                                                                                                    Name Shown on Card

           I want to pay my tax preparation fees by debit from my First Command Bank account:
                                                                                            Name on
           Routing Transit Number      111993695           Account #
                                                                                            Account
                                                                                                                                                               Please note: we do not accept
           Returning Tax Services clients only – Bill me!
                                                                                                                                                                       Discover Card.




                                          If you selected direct deposit of your refund, staple a VOID check here
                                               from the account you wish your refund to be deposited.



                                                         Routing Number                                               Account Number

                                                                                                          Page 7 of 14
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 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                                                          PERSONAL INFORMATION
                                                                                           TAXPAYER                                                                                     SPOUSE
Name (Last, First, MI, Suffix) .................................................................................................................................................................................................
Maiden/Former Last Name......................................................................................................................................................................................................
Social security number ..........................................................................................................................................................................................................
Occupation ............................................................................................................................................................................................................................
Work phone/Extension ..........................................................................................................................................................................................................
Cell phone number .................................................................................................................................................................................................................
E-mail address .......................................................................................................................................................................................................................
                                                         MM/DD/YYYY                                                                                    MM/DD/YYYY
Date of Birth ...........................................................................................................................................................................................................................
                                                         MM/DD/YYYY                                                                                    MM/DD/YYYY
Date of Death .........................................................................................................................................................................................................................
                                                                        Yes                                     No                                                  Yes                                     No
Blind .......................................................................................................................................................................................................................................
                                                                     Yes                                     No                                                  Yes                                     No
Disabled .................................................................................................................................................................................................................................
Contribute to Presidential Election
                                                                     Yes                                     No                                                  Yes                                     No
Campaign Fund? ....................................................................................................................................................................................................................
Eligible to be claimed as a
                                                                     Yes                                     No                                                  Yes                                     No
dependent on another return? ..............................................................................................................................................................................................

Home address .......................................................................................................................................................................................................................



                                                                                                                                             Foreign phone ...................................................................................
Home Phone ..........................................................................................................................................................................................................................
                                                                                                                                              Foreign country .................................................................................
Fax number ...........................................................................................................................................................................................................................

                                                                                                     FILING STATUS
           Single
           Married filing jointly
           Married filing separately (For m arried filing separate be sure to com plete spouse’s inform ation
           above)
                  Check this box if you did not live w ith your spouse at any time during the year...........................................................................................
                  Check this box if your spouse had no gross income and w as not the dependent of another taxpayer
                  Check this box if you are eligible to claim spouse’s exemption........................................................................................................................
                  Check this box if your spouse itemizes deductions.........................................................................................................................................
           Head of household
                  If the qualifying person is a child but not a dependent, list
                                                                                                                       Child’s social security number................................................................................
                  Child’s name ........................................................................................................................................................................................................................
           Qualifying w idow (er)
                                                                                                                                                                     2005                    2006
                 Check the box for the year the spouse died .......................................................................................................................................................................
                                                                                                                                   Social Security Number                                     (1) Code                   Birth date
                          Qualified Children’s Full Name(s)
                    (First name, middle initial, last name, suffix)                                                                                                                       (2)(3) Number
                                                                                                                                             Relationship                                                            (4) Not Citizen
                                                                                                                                                                                            of Months




             (1) For the Dependent Code, enter the follow ing
                           L = dependent child w ho lived w ith you
                           N = dependent child w ho didn’t live w ith you due to divorce or separation
                           O = other dependent
                           Q = not a dependent (but is a person w ho qualifies you for the earned income credit and/or the child care credit)



                                                                                                                Page 8 of 14
250-E (1/07)                                                                                                                                                                                                                                    121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
             (2) Number of months that the dependent lived w ith the taxpayer or spouse in the U.S.
             (3) Military personnel on extended active duty outside the U.S. are considered to be living in the U.S. during that duty period.
             (4) Check this box if dependent child is not a U.S. citizen or resident alien




                                                                              PLEASE ANSWER EVERY QUESTION.
          Questions not answered will be interpreted as “no” or “N/A”. Use page 11 for notes or questions.

                                                                            GENERAL QUESTIONS                                                                                                             Yes                  No
Do you have a County, City, or School District tax return that you require?
    If YES, please list additional returns required:                                      County              City           School District               Specify:
Do you w ant to allow your tax preparer to discuss this year’s return w ith the IRS if necessary?
Did you serve in a combat zone during 2007?                                    Date deployed                                                   Date returned


                                                                         PERSONAL INFORMATION                                                                                                             Yes                  No
Did you purchase a motor vehicle or boat during 2007? If yes, provide documentation show ing sales tax paid. ..............................................................
Did your marital status change during 2007? ........................................................................................................................................................................
    If yes, explain                                                                                                                                                                   N/A                 Yes                  No
If separated and filing married filing separate status: Did you live apart from your spouse all year?
If spouse died, w as cause of death related to a military combat zone, military action or terrorist action?

If combat zone w ages w ere received, do you w ish to include them in determining the Earned Income Credit?

If you are not sure, and w ould like Tax Services to determine w hich is more beneficial to your tax situation,                                                                               Don’t know
check here..............................................................................................................................................................................................................................
Did you change your name on your social security card either for marriage or other reasons? .........................................................................................
Do you or your spouse plan to retire in 2007? ......................................................................................................................................................................
Were you or your spouse permanently and totally disabled in 2007? ..................................................................................................................................
Do you expect your income or deductions to change significantly in the follow ing year? ...................................................................................................


                                                DEPENDENT INFORMATION                                                                                     No dependents                                   Yes                  No
Were there any changes in dependents from the prior year? ..............................................................................................................................................
Do you have dependents that are required to file a tax return? ...........................................................................................................................................
     If yes, do you w ant us to prepare the return(s)? Please note that if you check yes, you w ill incur one of tw o fees –
     either tax return preparation fees, or if it is determined that your child does not have a filing requirement, a $35 NFR (no
     filing requirement) fee.
Do you have children under age 18 w ith investment income greater than $1,700? .............................................................................................................
    If yes, do you w ant to include your child’s income on your return if applicable? ............................................................................................................
Are any of your dependents not U.S. citizens or residents? ...............................................................................................................................................
Were you furnished dependent care benefits at your w orkplace? ......................................................................................................................................
                                                                                                                                              $
    If yes, enter any amounts forfeited from a flexible spending account (dependent care benefit account) .......................................................................
Did you provide over half the support for any other person during 2007? ...........................................................................................................................
Did you incur adoption expenses during 2007? ....................................................................................................................................................................


                   IRA, PENSION PLAN, EDUCATION SAVINGS ACCOUNT                                                                              Section not applicable                                       Yes                  No
Did you receive payments from a pension or profit-sharing plan? .......................................................................................................................................
Did you receive a lump sum distribution from your employer? ..............................................................................................................................................
Did you “convert” a lump sum distribution into another plan or IRA account? .......................................................................................................................
Did you transfer IRA funds to a Roth IRA this year? .............................................................................................................................................................
Have you elected a lump sum treatment for any retirement distributions after 1986? ..........................................................................................................
Did you receive a total distribution from an IRA or other qualified plan that w as partially or totally rolled over into another IRA
or qualified plan w ithin 60 days of the distribution? ..............................................................................................................................................................

                                                                                                              Page 9 of 14
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 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
Did you convert all or part of a regular IRA into a Roth IRA? ................................................................................................................................................
Did you contribute to a Coverdell Education Savings Account? ...........................................................................................................................................




                                                                                                Page 10 of 14
250-E (1/07)                                                                                                                                                                                                     121107
 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                               ITEMS RELATED TO INCOME / LOSSES                                                                                Section not applicable                                          Yes                  No
Did you receive any disability payments in 2007? .................................................................................................................................................................
Did you receive any tip income not reported to your employer? ..........................................................................................................................................
Did you sell, purchase or refinance a principal or secondary residence in 2007? If yes, provide documentation of taxes
paid ........................................................................................................................................................................................................................................
Do you have any installment sale amounts from relatives? ..................................................................................................................................................
Did you incur any casualty or theft losses during the year? ................................................................................................................................................
Did you incur any non-business bad debts? .........................................................................................................................................................................


                                       HEALTH AND LIFE INSURANCE                                                                               Section not applicable                                         Yes                   No
Did you or your spouse have self -employed health insurance? ...........................................................................................................................................
If you or your spouse are self -employed, are either of you covered under an employer’s health plan at another job? .......................................................
Did you or your spouse participate in a medical savings account during the year? .............................................................................................................
   If yes, please include Form 1099-SA (Distributions from an HSA, Archer MSA or Medicare+Choice MSA.)
Did your employer pay premiums on life insurance in excess of $50,000 w here the proceeds are payable to beneficiaries
named by you? .......................................................................................................................................................................................................................


                                GIFTS AND EDUCATION INFORMATION                                                                                Section not applicable                                         Yes                   No
Did you or your spouse make gifts of over $12,000 to an individual or contribute to a prepaid tuition plan? .......................................................................
Did you make gifts to a trust? ................................................................................................................................................................................................
Did you pay interest on a student loan for yourself, your spouse, or your dependents? ....................................................................................................
Did you, your spouse, or your dependents attend college or a vocational school in 2007? (be sure to answ er question 6 on
page 10) .................................................................................................................................................................................................................................
Did you contribute to or receive a distribution from a Coverdell Education Savings Account?
Include copies of Form 1099Q received for any distributions. ..............................................................................................................................................


                                         INVESTMENT QUESTIONS                                                                                Section not applicable                                           Yes                   No
Did you receive stock from a stock bonus plan w ith your employer? (Do not include stock sales included on your W-2) .................................................
Did you buy or sell (cash w ithdraw als) any mutual fund shares, stocks or bonds during the year? ..................................................................................
   If yes, include broker’s information (such as Form 1099-Bs and broker annual statements) related to the transactions.
Did you exchange any securities for other securities or any other property held for investment? .....................................................................................
Did you acquire stock substantially identical to stock sold at a loss w ithin a period beginning 30 days prior to and ending 30
days after the date of sale? ..................................................................................................................................................................................................

Did you engage in any transactions involving traded options? .............................................................................................................................................

Did you engage in any transactions involving commodity future contracts and straddle positions?.....................................................................................

Do you have any w orthless securities or any loans that became uncollectible this year? ..................................................................................................

Did you surrender any U.S. savings bonds during 2007? ....................................................................................................................................................

Did you use the proceeds of Series EE U.S. savings bonds purchased after 1989 to pay for higher education ex penses? ..............................................


                                  BUSINESS/INVESTMENT QUESTIONS                                                                                 Section not applicable                                        Yes                   No

Did you realize a gain or loss on property that w as taken from you by destruction, theft, seizure, or condemnation? ......................................................

Do you have any investments for w hich you w ere not personally “at risk” (other than sole proprietorship or farm)? .......................................................

Did you ow n an interest in a Real Estate Mortgage Investment Conduit (REMIC) during 2007? ............................................................................................

Did you use a portion of your home in a business activity (office in home)? .......................................................................................................................

Do you have any business-related educational expenses? .................................................................................................................................................
Do you have records, as described below , to support expenses? Note: Tax law and IRS regulation allow deductions for
travel and entertainment if adequate records can be presented. Information must include: 1. Amount; 2. Time and place;
3. Date; 4. Business purposes; 5. Description of gift(s); and 6 Business relationship of recipient.


                                                                                                               Page 11 of 14
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 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                             STUDENT LOAN INTEREST PAID (Include copies of all tax forms)                                                                                             Section not applicable
                                                                                                                                                     $
Enter the total interest you paid in 2007 on qualified student loans ......................................................................................................................................


                            ALIMONY PAID AND/OR RECEIVED (Include copies of all tax forms)                                                                                            Section not applicable
                                                       $                                                         Recipient’s social security number
Alimony paid ..........................................................................................................................................................................................................................
                                                       $                                                         Recipient’s social security number
Alimony paid ..........................................................................................................................................................................................................................
Alimony received (do not include child support)                                            Taxpayer $                                                                Spouse $


                           TRADITIONAL IRA CONTRIBUTIONS                                                                  Section not applicable                                     Taxpayer                         Spouse

1                                                                                                                                                            $                                $
      Traditional IRA contributions made for 2007...........................................................................................................................................................................
2     Check if you w ere covered by a retirement plan at w ork .....................................................................................................................................................

3     Check if you w ish to make an additional contribution to your traditional IRA before the due date of your
      return
4     If line 3 is checked, check this box to contribute the maximum allow able amount ................................................................................................................
5                                                                                                                                                            $                                $
      Or enter the amount you w ish to contribute ..........................................................................................................................................................................
      If you (a) received traditional IRA distributions during 2007 and you have made nondeductible IRA contributions to any of your traditional IRAs,
      including SIMPLE IRAs, OR (b) choose to make any nondeductible traditional IRA contributions for 2007, please answ er questions 6 – 8.
6                                                                                                                                                        $                                 $
      Enter the value of all of your IRAs on 12/31/2007 ................................................................................................................................................................
      Enter your total basis in traditional IRAs for 2006 and earlier years. (This is the total of all contributions less
7                                                                                                                                                        $                                 $
      any contributions deducted from your tax returns in prior years) Provide a copy of latest Form 8606 filed .......................................................................
8                                                                                                                                                   $                                 $
      Enter the value of all recharacterizations after 12/31/2007 .................................................................................................................................................
9                                                                                                                                                $                                 $
      Enter the amount of any outstanding rollovers as of 1/1/2007 .............................................................................................................................................


                                 ROTH IRA CONTRIBUTIONS                                                                   Section not applicable                                     Taxpayer                         Spouse
1                                                                                                                                                              $                                 $
      Roth IRA contributions made for 2007 ...................................................................................................................................................................................

2     Check if you w ish to make an additional contribution to your Roth IRA before the due date of your return ........................................................................
3     If line 2 is checked, check this box to contribute the maximum allow able amount ................................................................................................................
4                                                                                                                                                            $                                 $
      Or enter the amount you w ish to contribute ..........................................................................................................................................................................


                                  EDUCATOR DEDUCTIONS                                                                    Section not applicable                                      Taxpayer                         Spouse
Educator expenses (limited to $250 of teaching expenses for your classroom) (Taxpayer and/or Spouse)
Please list total expenses as the amount over $250 may be deductible on Schedule A – Itemize Deductions –                                                                        $                                $
Misc.


                                     PRIOR YEAR TAX INFORMATION                                                                             Section not applicable                                       Yes                  No
Were you notified by the IRS or state taxing authority of questions or changes to a prior year’s return? ...........................................................................
Were there changes to a prior year’s income, deductions, credits, etc. w hich w ould require filing an amended return? ...................................................


                               FOREIGN INCOME/ BANK INFORMATION                                                                             Section not applicable                                       Yes                  No
Did you have foreign income or pay any foreign taxes in 2007? ..........................................................................................................................................

At any time during the tax year, did you have an interest in or a signature or other authority over a bank account, or other
financial account in a foreign country? If yes, enter the name of the foreign country:                                                     ...........................................................................................
Did you establish or provide funds to a foreign trust that existed during the tax year, w hether or not you have any beneficial
interest in the trust? ...............................................................................................................................................................................................................




                                                                                                            Page 12 of 14
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 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
                                                                            MISCELLANEOUS                                                                                                       Yes                  No
Did you employ any individual to perform household services, such as full-time live-in, cleaning, cooking or gardening? ..................................................
If there w ere any dues paid to an association, w as any portion required to be non-deductible due to political lobbying by the
association? If yes, please include details on page 11. .......................................................................................................................................................
Did you make a loan at an interest rate below market rate? ..................................................................................................................................................
Did you receive any income not included in this Tax Organizer? If yes, please include information on page 11 ................................................................
Did you incur any premature w ithdraw al penalties from a timed savings account? .............................................................................................................
Has the IRS disallow ed an earned income credit (EIC) in a prior year for any reason? (Include copies of any notices) .....................................................
Did you make every-efficient improvements to your home or purchase any energy -saving property during 2007?............................................................
Did you purchase a hybrid vehicle in 2007? .........................................................................................................................................................................
If yes, enter year, make, model, and date purchased:
_________________________________________________________
Are you entitled to a dependency exemption due to a divorce decree? ...............................................................................................................................
Did any dependent child over 19 years of age attend school less than 5 months during the year? ....................................................................................
Did you receive income from any legal proceedings, cancellation of student loans or other indebtedness during the year? If
yes, provide details on page 11 .............................................................................................................................................................................................
Do either you or your spouse have any outstanding child or spousal support payments or federal debt? .........................................................................
If you ow e federal tax upon completion of your return, are you able to pay the balance due? ...........................................................................................


                                              NOTE: If you answer YES to any of the following questions,
                                              you must complete the corresponding supplemental page.
                                                                                                                                          Supp lem ental
        QUESTIONS REQUIRING ADDITIONAL INFORMATION                                                              Yes            No                                            Supplemental Page Title
                                                                                                                                             Page
1.      Do you plan to itemize your deductions for 2007?                                                                                      S-1 & S-2                          Itemized Deductions
        Were your total non cash charitable contributions $500 or more in                                                                        S-3
2.                                                                                                                                                                           Charitable Contributions
        2007?
3.      Did you make estimated payments in 2007?                                                                                                  S-4a                       Estimated Tax Payments
                                                                                                                                                  S-4b                       Child & Dependent Care
4.      Did you have child & dependent care expenses in 2007?
                                                                                                                                                                                    Expenses
5.      Did you have moving expenses in 2007?                                                                                                     S-5a                          Moving Expenses
6.      Did you have Education Tuition expenses in 2007?                                                                                          S-5b                       Education Tuition & Fees
        Did you start a business or acquire interests in partnerships or
7.                                                                                                                                            S-6 & S-7                 Business Income & Expenses
        S corporations?
8.      Did you have any employee business expenses in 2007?                                                                                       S-8                  Employee Business Expenses
9.      Did you use your personal vehicle for business in 2007?                                                                                    S-9                       Business Use of Vehicle
10.     Did you have home office expenses in 2007?                                                                                              S-10a                         Home Office Expenses
11.     Did you sell property or equipment on installment in 2007?                                                                        S-10b & S-11                             Installment Sales
12.     Did you buy or sell any business assets in 2007?                                                                                          S-12                   Asset Acquisition/Disposition
13.     Did you have rental property/royalty in 2007?                                                                                             S-13                       Rental or Royalty Income
14.     Did you have Foreign Earned Income in 2007?                                                                                        S-14 & S-15a                       Foreign Earned Income
15.     Did you have any casualty or theft losses in 2007?                                                                                      S-15b                          Casualty or Theft Loss
        Do you w ant Tax Services to prepare your 2007 state tax
16.                                                                                                                                               S-16                              State Tax Return
        return(s)?
        Did you have expenses incurred in 2007 related to the 2005
17.                                                                                                                                               S-17                           Hurricane Tax Relief
        hurricanes?
18.     Did you have any qualified adoption expenses for 2007?                                                                                    S-18                    Qualified Adoption Expenses
        Did you employ any full-time, live-in individuals to perform
19.     household services, such as cleaning, cooking, gardening,                                                                                 S-19                  Household Employment Taxes
        babysitting, or nanny duties in 2007?
        Did you at any time during 2007 have more than $10,000 in a                                                                                                        Report of Foreign Bank and
20.                                                                                                                                             S-20a
        foreign country?                                                                                                                                                      Financial Accounts
21.     Did you sell your home in 2007?                                                                                                         S-20b                         Sale of your Home
22.     Did you have Farm income/expenses in 2007?                                                                                         S-21 & S-22                        Farm Income/Expenses

                                                                                                        Page 13 of 14
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 2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)
       Did you receive a Form 1099-B for sale or stocks, bonds, mutual
23.                                                                                                           S-23               Cost Basis
       fund w ithdraw als in 2007?




                                                                   Notes or Questions
Please use this space to provide any additional information you feel w ill impact your tax return, or to ask any questions you have regarding your tax
situation. Please note that any questions you have that do not apply to the preparation of this tax return w ill be answ ered as time permits during the
preparation of tax returns.




                                                                              Page 14 of 14
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  2003 First Command Financial Serv ices, Inc., parent of First Command Financial Planning, Inc. (Member SIPC)

				
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