As we approach the end of the year this is the time we start to prepare tax organizers to send out to each of our clients. Tax organizers are a great tool for gathering all the information you will need to help us prepare and complete your 2014 taxes. Clients utilize their tax organizers in different ways – some as a reminder of what they need to gather ie as a checklist while others complete it in detail. You should utilize the tax organizer however works best for your needs. From experience we can share with you that clients who utilize a tax organizer find they remember more regarding deductions and income which in return allows us to complete the most accurate and detailed tax return possible.


Traditionally we send a paper copy and will continue to do so for those clients who prefer that method. Last year we started working towards a more environmentally friendly option of an electronic pdf tax organizer and we are happy to provide that option for those who are interested. If you would like an electronic option, just send us an email and we’ll get you set up.