Tax Organizers

Tax Organizers 2017-04-12T16:54:48+00:00

Taxes are complicated.  Getting organized should not be.

The Blau Company, Ltd. provides organizers which 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 information and upload using a secure, encrypted connection, and to communicate efficiently and effectively with our office. 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 which we will mail to your address for you to fill out by hand. This organizer contains key information reported on your 2015 income tax return to assist you in determining if information is necessary for the 2016 tax year.

Request a Paper Organizer

PDF Organizer

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

Request a PDF Organizer

Blank Organizers