Tax Organizers for Individuals

Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
Serving individuals and businesses in the Massachusetts area since 1986.

Our NEW tax organizer is designed for ALL of our clients and can help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of eight parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.

Access any of the eight parts by clicking on the underlined part number. You can print the PDF and fill in the required information. Once complete please fax or mail it to the office, or you can upload it to us directly through our secure “Client Area“.

Current clients can contact the office to request a “pro forma” tax organizer that includes prior year information and carryover data.

* You must have Adobe Acrobat Reader to view the Tax Organizer
(Links will trigger a download dialog box to save the file directly to your computer)

Tax Organizer

  Client Checklist
» 13.4 KiB - January 4, 2018
The Questionaire (Required for All Returns):
A Check List to help determine what documents and records we need from you.

  Client Tax Organizer - Part 2
» 49.6 KiB - January 4, 2018
The Basics (Required for All Returns):
Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

  Client Tax Organizer - Part 3
» 41.2 KiB - January 4, 2018
More Basics (if applicable):
Dependents, Interest & Dividend Income and Stock Sales

  Client Tax Organizer - Part 4
» 39.0 KiB - January 4, 2018
Itemizations - (Needed if Itemizing Your Deductions):
Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses

  Client Tax Organizer - Part 5
» 31.6 KiB - January 4, 2018
More Itemizations - (Needed if Itemizing Your Deductions):
Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses

  Client Tax Organizer - Part 6
» 44.1 KiB - January 4, 2018
Other Items - (if applicable):
Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home

  Client Tax Organizer - Part 7
» 38.9 KiB - January 4, 2018
Rental & Business Income (if applicable)