The Tax Organizer is a helpful tool for collecting information to accurately prepare your tax return. Your personalized Tax Organizer is inside the secure Client Portal in the Files section. You will be notified by email when this is available (no later than January 1, 2023).
When filling out your Tax Organizer, please review your contact information and be as complete as possible. The Tax Organizer will be helpful when compiling information, including income and expenses for Schedules C, E, or F (self-employment, rentals, or farming). To get started, visit the Client Portal.
If you require a paper Tax Organizer, contact your local Haynie office. You can still drop off or mail tax documents to our office if you prefer.
What does your CPA need from you? Click here for a list of general information to gather when preparing documents for your individual tax return or business tax return.