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Tax Organizers
The main ‘”Income Tax Organizer” is now fillable! You may either email it to me after completion or bring the completed form to your appointment along with all your documents: W-2’s, 1099’s, interest & dividends, sales or exchanges of stock, rental property, self-employment, auto expense, farm income, day care provider, travel & entertainment expense, non-cash donations, and moving expense.
Returning clients with more complex returns may request a system-generated organizer with last year’s numbers on it. Reach out and I'll upload yours to the portal
Tax Organizers
We prepare taxes for individuals, small businesses, and corporations. Among our clients are Architects, Contractors, Day-Care Providers, Doctors, Engineers, Firemen, Geologists, Investors, IRS Employees, Lawyers, Pilots, Policemen, Property Owners, Realtors, Retirees, Salesmen, Students, Teachers, and all sorts of others. The relationship we establish with each and every client is the most important thing to us. No client is too big or too small.
Fast tax preparation by secure upload, or just drop your documents by our office!
