Tax Organizers

October 3, 2024

Discover the common IRS penalties for late filing, payment, and more. Learn how to avoid or reduce them and keep your tax obligations in check. Contact us for expert tax guidance.

October 5, 2023

Our 2023 Tax Organizer is designed to help you identify missing tax deductions and get more organized before your appointment. We update the tax organizer annually to make sure you are in compliance with the latest tax law changes. The tax organizer currently posted below is primarily for the 2022 tax year, although it can be used for other years.

December 1, 2022

Our 2022 Tax Organizer is designed to help you identify missing tax deductions and get more organized before your appointment. We update the tax organizer annually to make sure you are in compliance with the latest tax law changes. The tax organizer currently posted below is primarily for the 2021 tax year, although it can be used for other years.

October 18, 2021

This is an archive of the 2021 edition of our tax organizer. Use this organizer if you have not yet filed your 2020 tax return.

November 22, 2020

This is an archive of the 2020 edition of our tax organizer. Use this organizer if you have not yet filed your 2019 tax return.

November 20, 2019

This is an archive of the 2019 edition of our tax organizer. Use this organizer if you have not yet filed your 2018 tax return.

December 14, 2018

This is an archive of the 2018 edition of our tax organizer. Use this organizer if you have not yet filed your 2018 tax return.

November 26, 2017

This is an archive of the 2017 edition of our tax organizer. Use this organizer if you have not yet filed your 2017 tax return.

November 7, 2016

This is an archive of the 2016 edition of our tax organizer. Use this organizer if you have not yet filed your 2016 tax return.

December 13, 2015

This is an archive of the 2015 edition of our tax organizer. Use this organizer if you have not yet filed your 2015 tax return.