Tax Organizer

We provide a Tax Organizer to our tax clients to assist them in gathering the information that we need for preparation of their individual income tax returns.

The Internal Revenue Service matches information returns/forms with amounts reported on individual tax returns that are filed. A negligence penalty may be assessed when income is underreported or else when deductions are overstated. Accordingly, all information returns reflecting amounts reported to the IRS also are mailed or delivered to the taxpayers in an envelope clearly marked “IMPORTANT TAX DOCUMENT ENCLOSED” and should be submitted with this Organizer. This includes forms such as W-2, 1099-INT, 1099-DIV, 1099-B, 1099-MISC, 1099-R, 1098, 1098-T, and 1095.

If we did not prepare your prior year tax returns, please provide us with a copy of your Federal and state returns for the past three years.

Please click on the words “Client Tax Organizer” below to display and print a copy of the six-page Tax Organizer. It would be helpful to us if you could complete this Tax Organizer before your appointment. If you have any questions, please call our office.