Download a Tax Organizer Form-Fill-In PDFs for 2019 tax season

These Tax Organizers are designed to help you gather the tax information needed to prepare your personal income or business tax return for 2018.  A Tax Organizer is a great tool to help you reduce your taxes or increase your tax refund.  

Individuals

2018 Basic Organizer (4 Pages) –This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.

2018 Full Organizer (8 Pages) – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties, and self-employment expenses.

Business

2018 Basic Organizer (4 Pages) – This organizer is suitable for clients with self-employment income, partnership income, and corporation income.  (Schedule C, 1065 & 1120s)

We can help you file your tax returns.  Schedule Online.

The following are examples of supporting documentation:

• Forms W-2 for wages, salaries, tips, and gambling winnings.
• All Forms 1099 for interest, dividends, retirement, miscellaneous income, social security, state or local refunds, etc.
• Form 1099B Brokerage statements showing investment transactions for stocks, bonds, options, etc.
• Schedule K-1 from partnerships, S-corporations, estates, and trusts.
• Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.
• All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage for the Premium Tax Credit.
• Statements supporting deductions for mortgage interest, taxes, and charitable contributions, including any Form 1098-Mort.
• Copies of closing statements regarding the sale or purchase of real property.
• Legal papers for adoption, divorce, or separation involving custody of your dependent children.
• Any tax notices sent to you by the IRS or other taxing authority.
• A copy of your income tax return from last year, if not prepared by Mendoza, Silva & Company.

Call us today at 301-962-1700.