Tax Organizer
Our Tax Organizer is designed to help you maximize your deductions and minimize your problems in preparing and filing your tax return. The organizer is revised annually to be compatible with the ever-changing tax laws. It can help you remember which supporting documents are needed and will inform us of many changes you may have had. We know life is busy, and this is our way of starting the conversation on possible tax deductions or planning ideas that could be used to minimize your tax liability. Please note there is no need to duplicate W-2 and 1099 information on the organizer if you are including the supporting documentation.
The organizer can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information. A word of caution: you can fill the organizers online and print them out. However, if you close the file, your data will not be saved unless the form is saved to your computer.
After you have completed, please forward the organizer (printed or digitally) along with your supporting documents to our office for immediate service. If you have an office appointment, you can print it out and bring it with you to the meeting.
