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Tax Organizer 1040

Thank you for choosing us. Before you begin working on your tax organizer make sure that all your tax documents are available for upload. These documents would include: W-2s, 1099s, 1099-INT, K-1s, and 1099-Bs. If we filed your returns last year you can leave the SSN, DOB, and Address(if no change) fields blank. NEW CLIENTS: If you filed returns last year make sure to have copies/PDFs available for upload. Clients with either self-employed income and /or real estate rental income should complete their details Excels(under tax organizer menu)before starting. On average it takes returning clients 15-20 minutes and new clients 30-45 minutes to complete the organizer.
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General Information
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Income
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Non-Earned Income
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Deductions
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example: Salvation Army $250

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I will be contacting you for more information on your homes.
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I will be contacting you for more information on your homes.
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IMPORTANT! After you submit your organizer clear out your temporary internet files for added security. Your information sent over the internet is encrypted but any information stored on your local PC may not be.

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