For 2010, we have provided three options to use for your tax organizers. Also, please keep in mind that the tax organizers are primarily a tool for you to assist you in gathering all of your important tax information. Choosing to use any tax organizer is completely up to you and we will continue to prepare tax returns for clients who do not use any tax organizer.
Condensed Organizer
The first option is a condensed organizer. This organizer is designed for uncomplicated tax returns. Generally, this organizer is for individuals that do not run their own business, have significant brokerage activity or itemized deductions or just want to use the organizer as a generic guide to help gather their important tax information.
(click picture above)
The second option is a complete detailed tax organizer. This organizer is designed for individuals that have complicated tax returns that often include businesses, pass-through entity ownership, significant brokerage activity, rental properties, farms, etc.
(click picture above)
Electronic Fill-in Organizer
For our "tech-savy" clients, we have added an electronic fill-in tax organizer. These organizers come pre-filled in with much of your tax information. Just keep in mind that these electronic organizers require some level of computer competence. If you would like this option, please give us a call or send us an email and we will email it to you.
