The 2018 Tax Organizers are on their way to your home!
Our Tax Data Organizer is designed to help you in gathering your tax documents and key information needed in order to prepare your tax returns accurately and completely. Please take some time to review the questions and documents requested when gathering your tax data for us. And, as always, contact us if you have any questions.
The organizer files have been customized for a standard tax client as well as other frequently requested pages. Additional forms are available as designated in the Topic Index. If one of these other areas apply to your tax situation, or you are not sure, contact us.
To access a blank organizer or selected pages, click on the links below.
2018 Engagement Letter
Organizer Helpful Instructions
2018 Organizer Main Forms
2018 Organizer Business Forms and Home Office
2018 Organizer Rental Property Forms
2018 Organizer Sale of Your Home
2018 Organizer Child Care and Education Expenses
2018 Organizer Charitable Contributions
2018 Organizer Foreign Asset Disclosure
2018 Organizer NYS
For 2017 Individual Tax Returns:
2017 Engagement Letter
Organizer 2017 General Forms
2017 Business Income and Expenses, and Home Office
2017 Rental Property
2017 Child-Dependent Care Expenses
2017 Sale of your Home and Moving Expenses
2017 Foreign Assets