2016 Personal Tax Organizer for 1040s
Click on the underlined links below to open our general purpose Tax Organizers for 2016 Tax Returns. New for 2016, the Federal organizer is a fillable pdf which means you can type in your information and print it out if you wish to do so. Or you can just print out the blank forms and write in your information. This organizer covers most of the income and deductions many taxpayers have on their tax returns.
A note about using Tax Organizers. The best way to have a problem-free tax return is to prepare it with the most accurate and complete information. A year is a long time from January to December and a lot can happen that can impact a person's tax return. But as days pass, memories can fade and deductions (or even income) can be forgotten.
We strongly encourage our clients to use a good Tax Organizer.
If you are an existing client and would like your own personalized Tax Organizer that is based on your specific 2016 income tax information, we will be glad to provide that at no charge. Many of our clients have standing orders for us to send them there personalized Tax Organizer each year. We would be happy to extend that service to you, too.
As always, if you have a question or concern, pick up the phone and call us. We'll be glad to help you.
For Louisiana Taxpayers this additional oganizer will be helpful, too:
Follow this link for key information about 2016 Tax Highlights: