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Case Studies: How A CPA Can Help You Accountants Who Come To Us For Guidance David M. Kaufmann, CPA Voice: 720.493.4804 Email: contact2@kaufmann-cpa.com Physical Address: 1466 Adobe Falls Way |
You save time by using the tax organizer. The
organizer helps you gather and record your tax information. Using the
tax organizer will alert us to deductions that you qualify for. The first year that we work for you, the organizer will be somewhat generic. That is because we don't have the familiarity with your situation since we have not worked with you before. After the first year, the tax organizers will be customized to your situation. For example, if you donated to the Red Cross the year before, the organizer will have a pre-printed line on the Contribution Listing for Red Cross. That way it is easier to remember your deductions that repeat each year. WE DO NOT REQUIRE YOU TO FILL OUT THE ORGANIZER! View or print the "generic" first year organizer. In addition to the organizer, we would also want you to bring in: - Forms W-2 for wages, salaries and tips.
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