Tax organizer to help you get prepared for this year

It's that dreaded time of the year for most people (I actually happen to enjoy this time of the year) because we need to keep track and collect important documents such as W2, 1099s, health insurance forms etc to file our taxes. Whether you will be doing taxes yourself or filing with us, this tax organizer should be able to get you started and organized for this tax season.

Please note that everyone tax situation is different and therefore if I were to create one organizer that would apply to everyone, it would be longer than a novel. Rather than trying to include every scenario, I only included the scenarios that would apply to you to keep this organizer simple. If your tax situation is more complex, please contact me. I can help you take advantage of all deductions and credits so that you won't be leaving any money on the table.