Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions. It will also provide us valuable information needed to complete your return
Please complete the following steps to take advantage of this tax organizer.
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
6. For new clients please bring most recently completed tax return along with any depreciation schedules for business assets and rental properties
7. For any real estate properties bought sold or refinanced please bring a copy of the settlement statement for the transaction.
Industry Specific Organizers in excel
you will need Adobe Acrobat reader to view and print the form out and excel for the industry specific organizers. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.