In order to help clients assemble the information necessary to correctly prepare their individual taxes, we provide a Tax Organizer to make the task easier.  

     For returning clients, the Organizer is customized to include data from the previous year to serve as a reminder and for comparison purposes.   

     The Organizer asks a series of yes/no questions about income and expenses, and events that are tax-related such as selling of property (e.g., stock, mutual funds, your personal residence, etc.); cash and non-cash contributions; interest in a partnership or S-corporation, estate or trust for which you expect to receive Form K-1, etc.   

     A check-list of tax-related documents (e.g., W-2s, 1099-R, 1099-Div, 1099-SSA, etc.) that we need for processing your return is included.  (All original documents are, of course, returned to you.)

     If you are a prospective client and would like to receive a Tax Organizer and/or learn more about the process and services here,  give us a call or complete the Contact form.