SOLUTIONS FOR LIFE'S EVENTS
- Tax Organizer -


It's that dreaded time of year again, yep…tax time. You've received your W2s, 1099s, 1095Bs, et al and you can't remember where you put them or if you've even gotten them at all.

Don't you wish you could hand someone that stack of paperwork to organize and prepare it for your CPA?

Well, you can. Hand it to me and I'll organize it and complete your CPA’s tax planner.

If you would like help completing your CPA’s recommended "to do list," please reach out to me. We can discuss how I can help you change that "to do” to a “done.”


Items you may need for your taxes:

  • W2s
  • 1099s
  • Stimulus check documentation
  • Medical receipts
  • Charitable donation receipts
  • Mortgage interest statement
  • Property tax receipt
  • Proof of medical insurance
  • Proof of IRA contributions
Tax Organizer