When filing season arrives, organization is the key for both the taxpayer and tax preparer. Download your applicable organizer below, fill it out, and bring in with you for your appointment. This is completely optional, but will save time for the actual interview process. In our experience, this also helps find unforeseen deductions and prevents errors. Also, if you are uncomfortable filling this out beforehand, we are more than happy to assist with completing the organizer, and never charge more for this.
Please note: If time doesn't permit to fill out a organizer, it is still a good idea to print one out and go through it for a reminder of documents needed.