Tax Organizers for 2016

Soon you will be receiving a tax organizer from me for 2016. It is very helpful to me if you fill out the organizer and provide your 2016 tax information. Prior year amounts are on the organizer to help guide you. The questions bring up special circumstances that may affect your return. I also ask for any documents that are sent to the IRS such as 1099's so that I have a record of what was reported in case of tax notices or audits. If you provide me with the tax documents, you do not need to also list the amounts in the organizer which may save you time. I hope you will see the tax organizer as an efficient means of communication with me.