It’s a new year and a new tax season is approaching.
Please use these complimentary tax organizers to better manage and organize your tax information. These tax organizers are updated annually and this one was specifically assembled for the 2016 tax year.
There are three types of individual tax organizers. The basic tax organizer is suitable for most clients. The itemized tax organizer is for clients that itemize their deductions. (Hint: if you own a home, you probably itemize.) The full tax organizer includes everything from itemized deductions to rental properties and self-employed income.
After completing the organizer, please forward it to me or bring it to our meeting, so we can get started on your return.
2016 Basic Organizer – This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
2016 Basic Organizer plus Itemized Deductions – This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.
2016 Full Organizer – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
2016 Business Organizer – Use this organizer for partnerships and incorporated business entities.
2015 Prior Year Individual Organizer – If you are filing your 2015 return late, please use this organizer.