The tax organizer is a package provided by our firm to all of our clients at the beginning of each year to assist in the preparation of their tax return. After the initial year, this organizer includes prior year data which will guide the client in the assembly of data to bring to us for preparation. It also has a questionnaire to prompt our clients about other tax issues that may be unique to them for that year. Of course, we are available to assist in any way we can to help the client in this process.
A blank version of the tax organizer is for our new clients. Subsequent organizers are sent to existing clients with the prior year data pre-populated.