Tax Organizer Checklist
We've created the following tax organizer / tax checklist forms for our income tax customers. Fill these out and we can pick them up at your residence or business, or you can fax them to us.
Basic Tax InformationFill out this form with your name, address, SSN, dependent list and other basic tax information.
Personal Tax Information Form
Taxes Paid or RefundedFill out this form with your taxes paid to the IRS.
Taxes Paid and Refunded Form
Wages, Salaries, W2 FormsFill out this form with wages, salary and W-2 form information.
Interest and Dividend IncomeFill out this form with your interest, dividend and capital gains / losses information.
Interest, Dividend, Cap Gains Income
Sale of Personal ResidenceFill out this form if you sold your personal residence in the most recent tax year.
Sale of Personal Residence
Educational ExpensesFill out this form if you had any educational expenses in the most recent tax year.
Educational Expenses Form