Are you ready to receive your 2022 Tax Organizer? We’re busy collating and printing out the newest version of our organizer to send them out to clients the first week of January. These tax organizers help us identify missing tax deductions and get you more organized before your appointment. We update the tax organizer annually to make sure you are compliant with the latest tax law changes. Whether you need to come in for an appointment or not, a tax organizer helps to ensure you are maximizing all the tax credits you are entitled to.
The 2022 individual tax organizer assists you in collecting relevant tax information needed to properly prepare your tax return. Access either the full or business version by double-clicking on the links below.
NOTE: Please download the organizer to your computer first. Then you can fill out and save the information within the form as you go, as it often takes time to collect all of your information. After you have completed it, please forward the organizer (printed or digitally) to our office for immediate service.
Current Clients
You will receive your own personalized tax organizer, so you do not need the ones shown below. The personalized versions contain all the information you have given us in the prior year(s), which helps us ask the right questions for this current year.
New clients
If you have an office appointment, please print out this organizer and bring it with you to the meeting. A word of caution, be sure to download and save the form to your computer FIRST. If you try to fill these forms out without downloading and saving, your work will not save as expected.
Organizers
2022 Full Organizer – This full tax organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
2022 Business Organizer – Use this organizer for partnerships and incorporated business entities.
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