Our tax organizers will help you organize your tax information and make sure you don't miss any important deductions.
The 2017 organizers are provided in two configurations to assist you in collecting relevant tax information needed to properly prepare your tax return(s).
Individual Organizer - This organizer is suitable for all clients. Only fill out information that pertains to your situation.
Business Organizer - This organizer is designed for partnerships and/or incorporated business entities.
*Returning clients may request a customized proforma tax organizer prefilled with basic information as well as prior year figures.