TaxTips
Resources
- Electronic Tax Organizer
- Tax Organizers
- Express Drop-off / Pick-up Service
- Links to Helpful Websites
Adobe Acrobat Reader
If you need to download a free copy of Adobe Reader, so you can use a PDF tax organizer, click the icon below.
Tax Organizers
Electronic Tax Organizer
(CURRENT clients only – we must have prepared last year's tax return)
We recommend this tax organizer for most clients! It contains last year's numbers as a reference. You can enter information into your computer then click on a button to email it to us. Nearly all clients using this service have been very pleased with it. They find it helpful, enjoyable, and time-saving!
Tax Organizers
These are fillable forms, which means you can enter your information using your computer and then print the tax organizer. If you prefer, however, you can print the form out and hand write your information.
Personal Tax Organizer (8-Page) – Click here to download
Our most complete organizer suitable for any taxpayer, includes investment income and capital gains, itemized deductions, child care, employee and self-employed business expenses, home office, education expenses, rental and Schedule C income and expenses, home sale, debt relief and foreclosure, moving and home energy credits.
Business Tax Organizer (4-Page) for LLC, S-Corp, Partnership – Click here to download
A complete organizer for partnerships and incorporated business entities.
Occupation-Specific Tax Organizers:
These are fillable-forms (using MS-Excel) that are ideal if you operate a day care business out of your home, you are a medical professional or clergy. These organizers prompt you for all tax deductions related to your specific occupation and other possible tax deductions. NOTE: All MS-Excel forms are enclosed in a Zip format to ensure safe downloading. Click on "Save" when prompted. Then, double-click on icon to open.
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Clergy |
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Day Care Provider |
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Medical Professionals |
Occupation-Specific Brochures
Express Drop-Off / Pick-Up Service - Click here to download
The Express Drop-Off / Pick-Up Service is a great option for clients who, because of their busy schedule, would rather not meet with someone when dropping off their tax information and when picking up their tax return. Only clients with a simple and straightforward tax situation should use this service. Download the form below to start your Express Drop-off / Pick-up Service today.
Links to Helpful Websites
Please take a moment to learn more at the websites below. Each site will be able to provide with useful information that can help you to better understand your taxes.
