Please enter your information in the designated areas on the worksheets. Complete only those schedules that apply to you. As you receive your tax documents, please collect them and keep them with this organizer. These documents include such items as your W-2s, Form 1099s, K-1s, brokerage statements, etc. Your check register may also include pertinent information.
When you have gathered all your tax information, please send us the tax organizer, along with your various tax forms.
Our CPAs and tax accountants continuously improve this page to make your life easier.