Income Tax Organizers

Tax organizers are a useful tool for gathering and documenting your tax records. A completed organizer permits a more orderly preparation of your return(s). Organizers are designed to address most taxpayers’ needs but may not incorporate a unique requirement or recent revenue code modification.

These organizers do not contain any of your prior year tax information. You may wish to reference last year’s information as a guide for completing this year’s organizer. If I prepared your tax return last year and you wish an organizer that contains a reference to last year’s information then please contact the office and one will be sent you.

Please contact me if you have any questions.

You will need the Adobe Acrobat Reader in order to download these files. You can retrieve this software from the Adobe website.

Personal Income Tax:

Summary Organizer

Detailed Organizer