Income Tax Preparation Organizers
Please complete the organizer(s) before your appointment. Bring the completed organizer(s) and your tax documents with you to the appointment.
The Individual Tax Organizers are a detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).
Enter your name and email to receive the 2018 Client Tax Organizer. Current clients contact me if you haven’t received your custom organizer by email through the Secure Client Portal. For previous year organizers, contact me.
[email-download download_id=”1940” contact_form_id=”1885”]
When you have compiled your tax information and completed the organizer, book an appointment online, or send your information in one of the three following ways:
Secure Client Portal (login with username and password)
Mail: TACCT
PO Box 581294
Elk Grove, CA 95758
Fax: 832-383-3802
Thank you for the opportunity to serve you.
Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.