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.