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.


Use this tax organizer to report the details of the sale of your Primary or Investment property.

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