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CLIENT TAX ORGANIZER
Do you find it difficult to organize your tax data? Do you sometimes forgot what all of the items are that you need to gather to complete your tax returns? Then perhaps this tax organizer is for you.
This is a tool that we provide to those of our clients who find it helpful in gathering their tax information for us to prepare their returns. Please feel free to look through this organizer and if you feel it would be helpful, then go ahead and print it and fill in only the pages/areas that pertain to your tax return. When you've finished, attach the necessary supporting documents (W-2's, 1099's, etc.) and send it back to us. To view the organizer, please click the link(s) below:
2009 Organizer
2010 Organizer
2011 Organizer
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