B.B. Byers, CPA
Call for an appointment:812-385-5834

Tax Organizer for Personal Income Tax Returns

Right click on the images above to print our general purpose Tax Organizer.  This organizer covers most of the income and deductions many taxpayers have on their tax returns.

A note about using Tax Organizers.  The best way to have a problem-free return is to prepare it with the most accurate and complete information.  A year is a long time from January to December and a lot can happen that can impact a person's tax return.  But as days pass, memories can fade and deductions (or even income) can be forgotten.

That's where a Tax Organizer can be a great aid in helping taxpayer's get their information together.  A few of our clients fill out their Tax Organizer in great detail.  Others pick and choose what they complete.  And still others just use it as a kind of check list to help jog their memory.