Please do not rush through the Tax Organizers. This is our best chance to make sure you pay as little in taxes as possible. We require EVERY question to be answered. If it does not apply to you, choose “No”. Review the notes under every “Yes” answer. The Organizer tells you exactly what we require to support the answer.
When uploading your documents, we do not require receipts for charitable contributions, medical expenses, business or rental property expenses. We also do not need copies of your property taxes or DMV records. There is a spot on the Tax Organizers to input this data. You will keep the receipts for your records, but we do not require them.
PERSONAL TAX ORGANIZER
This tax organizer is required for all personal tax returns. Please complete, sign, and return to our office at least 5 days prior to your appointment.
SELF-EMPLOYMENT / BUSINESS OWNER ORGANIZER
Use this organizer to report your income and expenses from your business. There is also a page dedicated to your automobile and home office expenses.
RENTAL PROPERTY TAX ORGANIZER
This tax organizer is required to report income and expenses from your rental properties.
2022 TAX LETTER TO CLIENTS
Tax returns have become more complicated over the past 4 years. Please take a moment to review our 2022 fee notice and tips to keep fee increases to a minimumClick Here To Download