Income Tax Preparation Organizers
Please complete the organizer(s) before your appointment. Bring the completed organizer(s) and your tax documents with you to the appointment.
The Individual Tax Organizers are a detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).
Provide a separate Sole Proprietorship Organizer (pages 6-8) for each individual activity (for example, if husband is a self-employed realtor and spouse had unreimbursed employee business expenses).
Provide a separate organizer for each rental property.
- 2016 Organizers
- 2015 Organizers
- 2014 Organizers
- Other Business/Specialty Organizers
PO Box 581294
Elk Grove, CA 95758
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