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.

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

Dependents, Interest & Dividend Income and Stock Sales.

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

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

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

Rental & Business Income.

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

Access our Business Tax Organizer 

Download our Business Tax Organizer here. This document will walk you step-by-step on what you'll need to fill out. 

Stay updated on all areas of tax filings and business processes affected by COVID-19

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