An income tax organizer is a useful tool in gathering and organizing information needed to prepare your tax returns. The organizer includes questionnaires, and worksheets for providing income, deductions, adjustments, and other information used in preparing your income tax returns.
We provide clients with an electronic income tax organizer. Clients can login to the electronic organizer at the link below and easily provide tax information and upload tax documents such as W-2's and 1099's to the organizer. Continuing clients will see their relevant prior year tax information in the organizer for comparison and analysis.
New and existing clients must e-mail email@example.com to request a user ID and password to login to the organizer.