Individual 1040 Tax Organizer

Use our 1040 Organizer to gather information and prepare for your tax interview.  Bring the Organizer and related documents to your tax interview.

Our job is to prepare an accurate tax return that maximizes your tax savings by claiming all tax deductions and credits you are legally entitled to. Please answer EVERY question contained in the Organizer. You may also want to visit our Tax Client Resources page for other helpful information.


 

Individual 1040 Tax Organizer (pdf)

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