Tax Organizers

Tax Organizers 2017-06-06T18:02:16+00:00

Taxes Are Complicated. Getting Organized Shouldn’t Be.

The Blau Company, Ltd. provides organizers that assist clients in putting together information relevant to preparing income tax returns. These organizers ask key questions which may lead your tax professional to identify opportunities to save taxes. In an effort to conserve paper, we will not be sending paper organizers in the mail unless requested to do so. We offer three options for tax organizers:

 

Intuit Link (Cloud)

This new offering is a cloud based system allowing you to gather and upload info using a secure connection. Dashboards show what has been submitted and what data may be missing. We highly recommend using Link, as it is secure, simple and flexible.

Request Link Invitation

Paper Organizer

This is a traditional organizer mailed to your address for you to fill out by hand. This organizer contains key information reported on your previous income tax return to assist you in determining if information is necessary for current tax year.

Request a Paper Organizer

PDF Organizer

This is the traditional paper organizer already described, but in PDF format. You will print the information yourself for your use.

Request a PDF Organizer

Blank Organizers

Download Blank PDF Files of Our Most Popular Tax Organizers