Tax Organizers

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.

When you have compiled your tax information call or email us for your preferred appointment time, book an appointment online, or send your information in one of the following ways:
Fax: 832-383-3802

PO Box 581294
Elk Grove, CA 95758
Phone: 916-505-5611

Thank you for the opportunity to serve you.

Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.

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