Tax Organizer Booklet

Getting Organized for the Tax Season

Does thinking of April 15th put you or your clients in a state of panic? Many accountants send out Tax Organizer booklets in January, but not all clients use them. Some people have alternate systems in place that help them present their accountants with all the necessary information in an organized manner. 

Regardless of the method, there is value in streamlining the materials sent to accountants, who are most efficient when provided with the tools to do the job: accurate statements about income, expenses, and deductions. By preparing an organized package and sending it in a timely manner, you or your clients are assured that the accountant has all the relevant information, allowing time to address the bigger tax issues.

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