Tax Organizers 2023
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, or 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 7 days prior to your appointment.
SOLE PROPRIETOR 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
A separate Rental Property Organizer is required for each property you are reporting.
LLC/S-CORP TAX ORGANIZER
Only use this organizer if you DO NOT use accounting software like QuickBooks, or if you are a first-year client.
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HOME SALE ORGANIZER
Use this tax organizer to report the details of the sale of your Primary or Investment property.
