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Tax Year 2022 versions of all Tax Organizer Booklets are ready for download now!
Letters with Password will all be mailed, by USPS ONLY by Jan. 21, 2023. The letters were/will be mailed to the address on your 2021 tax return. If you have moved since we prepared your 2021 tax return and have not provided us your new address, contact our office.
If you have not received your letter or booklet in the mail by January 30, 2023, please give our office a call.
DO NOT use prior years booklets for the current year as they will not be suitable. There are many differences between booklets for the past three years.
Our booklets (tax organizers) are listed below. Each booklet asks all the pertinent questions that the majority of taxpayers need to answer in order for us to complete the personal and business portion of their tax return. By filling out the user-friendly organizer, it will save us time in preparing your tax return and ensure we have all the information. This saves you time and money when we prepare the tax return.
We have three different booklets available. Three are for specific businesses, one is a generic booklet for businesses not listed, and the last is for taxpayers without any business. Look for the business you are associated with, then click on the year that you need. If your business is not listed, then you will need to choose the booklet titled "Regular (all other businesses)".
In order to access the booklet, you will need to have a password, which we will assign to you. We will assign them to previous clients and clients who purchase the booklet for the first time. The cost of the booklet is $5.00 if you download the book from the website, or purchase it at a seminar. If the book is mailed to you, the cost is $10.00. (The $5 or $10 cost is for new clients only) If you were a prior year client, you have been sent a letter with this information, or you may contact our office at any time.
Click on the business for an appropriate year, to link to the correct organizer booklet. If you need a booklet for prior years, use the most recent year for that category.
IMPORTANT ORGANIZER INSTRUCTIONS
The links below list our handouts that give you information about the following topics: