Our 2015 Tax Organizer is planning tool to help you find missing tax deductions. It is designed to help you to be more organized before your tax appointment. The tax organizer is updated yearly to make sure you comply with the latest tax law changes. The tax organizer posted below is primarily for the 2015 tax year, although it can be used as a general guide for other years.
The 2015 individual tax organizer is provided in three versions. There is also one for the prior year as well. This assists you in collecting important tax information needed to properly prepare your tax return. Access any of the three versions by double clicking on the links below. The tax organizers can be downloaded to your computer. There you can fill it out and save it until you have completed collecting all of your information. After you have finished it and you are ready to make an appointment. Once your appointment is made, forward the organizer (printed or digitally) to our office for immediate service. If you have an office appointment, you can print it out and bring it with you to the meeting. A word of caution: you can fill out the organizers online and print them. If you close the file, your data will not be saved. You must save the form to your computer first.
Once you have scheduled your appointment with one of our tax experts, mention to them that you would like to send over the tax organizer. They will direct you on where to fax it. Someone from one of our WorthTax locations will contact you by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt.
What 2015 Tax Organizer fits Your Need?
Basic Organizer – This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
Basic Organizer plus Itemized Deductions – This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.
Full Organizer – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
Business Organizer – Use this organizer for partnerships and incorporated business entities.
Prior Year Individual Organizer – If you are filing your 2014 return late, please use this organizer.
Should you have any questions, you can call Alex Franch, BS EA at 781-849-7200.