Creating & Completing Organizers

In order to start working on your forms, your tax preparer will need some basic essential information from you. Organizers are questionnaires that are custom-tailored to your specific tax situation and are used to gather that info. Either you or your tax preparer can create the organizers you will need.

In order to start working on your forms, your tax preparer will need some basic essential information from you. Organizers are questionnaires that are custom-tailored to your specific tax situation and are used to gather that info. Either you or your tax preparer can create the organizers you will need.