Tax Organizers

These tax organizers will assist you in collecting and reporting information necessary for us to properly and accurately prepare your income tax return. Please complete the organizer sections as appropriate and include supporting documentation where necessary. This organizer is meant only to be of assistance to you. Except for self-employed business and rental properties. Please feel free to disregard any areas of this organizer where similar documentation is readily available.

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Also, in order to prepare your income tax return, it is necessary to gather the following additional information:

Thank you for your help in the completion of the Tax Organizer!

All tax-related information on this website is provided for general information purposes only and does not constitute tax advice. Individual's specific tax situations vary and in order to provide specific advice a formal review of all of the relevant information is required. IRS Circular 230 requires disclosure that any tax advice contained herein is not intended, nor can it be used, for the avoidance of any tax penalties the IRS may assess in relation to this matter.