Returning Tax Clients
You may use the organizers on the "New Clients" page, but we can also print for you an organizer that has all the figures in the return you filed last year; you may find this useful in finding deductions you may have forgotten. Please contact us by clicking here if you would like your own personal tax organizer sent to you.
We find that many organizers contain many pages of paper that are mostly left blank, and, frankly, filling them out can be a little overwhelming. For this reason, we've put together a checklist of items that may impact your tax return this year. You can use this to organize your documents, or fill it out (the form is fillable online) and bring it to your appointment and we can delve deeper into your situation to see if any of them impact your tax situation. You may download that checklist here:
If you are self-employed or incur unreimbursed employee expenses, you may also find another organizer helpful. It covers auto expenses, deductible home expenses when you work out of your home, and also the use of your personal automobile for business purposes. Download it by clicking the icon below.