Is the Tax Organizer updated as regulations change or is it basic enough to cover information always needed?
A. The Tax Organizer is completely customizable. We provide a new tax organizer every year. It’s an in-depth questionnaire that should cover all the information you need to collect from your clients to complete their taxes. If not, then it’s easy to adjust the questions or build a new, additional, organizer for your clients’ specific needs.
Related Questions
- Im selling some rural acreage that has a structure on it that is occupied seasonally for living quarters. How will this affect the capital gains tax on the sale of this property?
- What payroll tax increase would be needed to cover 100 percent of the current projected shortfall?
- Do i have to report income from the sale of scrap metal?
