Tax Organizer
The Accounting Plus Tax Organizer will help you gather and organize the necessary documents required to complete your tax return. Since we ask that our clients wait until they have received all their tax documents before bringing in their files, you may find the below files helpful in making sure that you are including all information and that nothing has been overlooked. You may also find that using our tax organizer will cut down on the amount of time it takes for us to complete your tax return, which will ultimately reduce your tax prep bill.
Schedule C Tax Organizer (for self-employed businesses)
Schedule E Tax Organizer (for rental property)
Schedule F Tax Organizer (for farming activity)
Consent to Disclosure of Information