Tax Organizer

A Tax Organizer is a helpful guide in assembling the information and documents needed to prepare your return.  Since many income and deductions items are recurring it is based upon the previous year's return.  If you are one of our clients, we can prepare and email you a current year's Organizer at no additional cost.  If you are a new client and furnish us your previous year's return, an Organizer can also be prepared.  We do not do Organizers automatically, but rather, upon request.