7900 E. Greenway Rd, Suite 208, Scottsdale, AZ 85260 Chris@TaxTimeAZ.com
480 829 8463 480 TAX TIME 602 532 7174

Tax Organizer

TAX ORGANIZER
The Tax Organizer is designed to assist you with preparing your information for our meeting. The Tax Organizer is comprised of seven parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.

To access any of the parts, click on the part number box below. Once completed, you can bring the pages along with any additional or required documentation (listed in Part 7) to our office to prepare your taxes.

Part 1
Required for ALL returns - Includes Instructions, Taxpayer Information, Dependants, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

Part 2
Dependents, Interest & Dividend Income and Stock Sales.

Part 3
Needed if itemizing your deductions - Medical Expenses, Deductible Taxes, Iterest Deductions, and Child Care Expenses.


Part 4
Needed if itemizing your deductions - Charitable Contributions, Education Expenses, Miscellaneous Deductions, and Casualty Losses.

Part 5
Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.

Part 6
Rental & Business Income.

Part 7
Required for ALL returns - Final checklist of documents and records needed.

Tax Preparation

Whether an individual or a business, we can provide your taxes with complete accuracy, regardless of how many changes the government makes to the guidelines and stipulations.

Bookkeeping

Concentrate on your business and allow Tax Time to take care of your books.

Accounting Services

Regardless of your accounting needs, we offer a wide array of services to give you piece of mind.

Why Choose Us?

We’re Creative

Every problem has a solution. We will work with you to find the best means to solve your monetary situation.

We’re Punctual

Time is money. We understand that your needs are important and will schedule you with speed and diligence in mind.

We have magic

Sometimes situations seem bleak and it looks like there is no way out. We will find the answers to give you piece of mind.

We love minimalism

When you look at a map, you want to find the shortest and easiest way to get there. We share the same philosophy.

We’re responsible

We know the system and the right way to get matters taken care of. Consider your monetary moral compass.

We're Friendly

While there are times when it's straight to the point, we are also approachable and discreet with your finances.