Your tax return can be done more accurately and in a short period of time if all of the information is available at the initial appointment, so being organized can help both you and your tax preparer. Completing your Organizer will help us prepare your return more efficiently. It will also assist us in getting a complete picture of your tax situation so we can look for ways to plan to keep your future taxes down.


General Information
General Questions
Itemized Deductions/Education Expenses/Child or Dependent Care Expenses
Schedule A
Vehicle Information/Business Use of Home
Organizer Rental Property
Home Office
Fixed Assets Acquisition
Estimated Payments
Tax Organizer for Corporations, Partnerships & LLC’s