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Tax Organizer

Income tax time is just around the corner! What kind of tax-related documents you should provide for processing tax returns? An Organizer is enclosed to help you collect the data required for your return.

  • Forms W-2

  • 1099R, 1099-INT and 1099-DIV, and stock transactions

  • 1099-G

  • 1099-SSA

  • 1099-MISC and 1099-NEC

  • Schedule C - Profit or Loss from Business

  • Schedule K-1

  • 1098-T Education Expenses

The Organizer will help you avoid overlooking important information.


Please email me at zwhcpa@gmail.com for free tax organizer.

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