Our tax organizers are designed to assist you with gathering information that is needed to prepare your tax return.
The goal is to not overlook anything so you can maximize your legal deductions, comply with government reporting requirements, and avoid problems with the IRS after the return is filed. The organizers posted below are for the 2016 tax year, although they can be used for previous years as well. After selecting the organizer that best fits your situation, it can be downloaded to your computer where you can fill in and save the organizer until you have completed collecting all of your information. After you have completed the organizer, you can submit it along with your other supporting tax documents (i.e. W-2s, 1099s etc.) by logging into the Client Portal tab shown above.
This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
Basic Organizer + Itemized Deductions
This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.
This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
Use this organizer for partnerships and incorporated business entities.
If you have any questions regarding the tax organizers, the client portal or the tax preparation process, please feel free to fill out the request information shown on the right or give us a call at the number shown in the top right hand corner of the page.