Tax Organizer
Tax Organizer
You can print out our complete 2013 tax organizer and use it to gather your tax records. These forms are designed to help you organize your tax information and to help make sure you don't miss any important deductions. You can view the files or print them by clicking on the links below.
You can also view our Tax Tips and get ideas to help you prepare your taxes.
Adobe Acrobat Reader is required to view these files. If you don't have Adobe Acrobat Reader, you can download it for free.
- Complete 2014 Tax Organizer
- Client Information
- Direct Deposit & Estimate (Form 1040 ES)
- Business Income (Schedule C)
- Capital Gains & Losses (Schedule D)
- Sale of Home & Moving Expenses
- Rental & Royalty Income (Schedule E)
- Business Use of Home (Form 8829)
- Vehicle/Employee Bus. Exp. (Form 2106)
- Itemized Deductions
- Non-Cash Contributions
- Interest and Dividend Income
- Wage & Pension Income
