Our tax organizer is designed to assist you in gathering important information for your tax return. The organizer is in seven parts. You can access any part by clicking on the Part Number and print if necessary. You can drop off, fax, email or mail the completed tax organizer along with any necessary documentation. If you fax, email or mail our office will notify you of receipt of the documents.

Part 1 – Required for all returns – Includes instructions, taxpayer information, dependents, estimated tax payments

Part 2 – Dependents, interest and dividend income and stock sales

Part 3 – Itemized Deductions – Medical expenses, deductible taxes, child care expenses, interest deductions

Part 4 – Itemized Deductions continued – Charitable contributions, education expenses, miscellaneous deductions

Part 5 – Travel Expenses, Moving expenses, Sale or purchase of home, Home business use

Part 6 – Rental and Business Income

Part 7 – Required for all returns – final checklist