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Tax Deduction Finder & Problem Solver

The 2023 individual tax organizer is provided in three configurations to assist you in collecting the relevant tax information needed to prepare your tax return properly.

Tax Deduction Finder & Problem Solver

Access any one of the three versions by clicking on the underlined title links below. The organizers can be downloaded to your computer, where you can fill in and save the information until you have completed collecting all of your information.  After you have completed it, please forward the organizer (printed or digitally) to our office for immediate service.  You can print it out and bring it to the meeting if you have an office appointment or upload it to the portal.  A word of caution: you can fill out the organizers online and print them out.  However, if you close the file, your data will not be saved unless the form is saved to your computer.

Once the completed organizer has been received, we will contact you by phone, fax, or e-mail with any questions, comments, or suggestions. If you e-mail our office informing us that you have sent your tax materials, we will let you know their receipt.

Tax Information Checklist

Basic Organizer – This organizer is suitable for clients not itemizing their deductions and DO NOT have rental property or self-employment expenses.

Basic Organizer plus Itemized Deductions – This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.

Full Organizer – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties, and self-employment expenses.

Business Organizer – Use this organizer for partnerships and incorporated business entities.
 

 
 
 
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Bheem Tax Services has been helping me file my returns from last 4 years. They are thorough with their work and easily r...
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