Are you ready for an updated 2023 Tax Organizer?
To get ready for your tax appointment, we use tax organizers to 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.
Configuration of the Tax Organizer
The 2023 individual tax organizer is provided in three configurations to assist you in collecting relevant tax information needed to properly prepare your tax return. Access any of the three versions by double-clicking on the underlined title links below. Download the appropriate organizer to your computer, then fill out and save the information until you have completed collecting all of your information.
After you have completed it, please forward the organizer (printed or digitally) to our office for immediate service. If you have an office appointment, you can print it out and bring it with you to the meeting.
A word of caution: you can fill the organizers online and print them out. However, if you close the file, your data will not be saved unless the form is saved to your computer.
We will reach out by phone, fax or email with any questions, comments, or suggestions, once the completed organizer has been received. If you email our office advising us that you have sent your tax materials, we will notify you of their receipt.
Download the Tax Organizers
2023 Tax Organizer – BASIC
This organizer is for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
2023 Tax Organizer – BASIC – plus Itemized Deductions
This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.
2023 Full Tax Organizer
This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
2023 Business Organizer
Use this organizer for partnerships and incorporated business entities.
2022 Prior Year Individual Organizer
If you are filing your 2022 return late, please use this organizer.
Energy Saving Home Improvements and Their Tax Benefits
