Tax Organizer Request


What is Tax Organizer?
A tax organizer is a customized list based on your prior year tax return information.

Why should I use the Tax Organizer?


  • By using the previous year’s tax details, it become easier for you to figure out this year’s filing amounts and the necessary documents to gather for your accountant.

  • If you utilize the tax organizer to help you prepare the tax documents to give to your accountant, you may be able to receive a service charge discount by filing early or by one appointment completion.



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2101 E. Broadway Road, Suite #33
Tempe, AZ 85282
Tel: (480) 894-6478
Fax: (480) 646-3200


Your Tax Matters, LLC

The information contained in this publication is for general purpose only. The tax rules are complex, change frequently and depend on the individual taxpayer’s situation. The information should not be used as a substitute for consultation with professional accounting, tax , or other competent advisors. Your Tax Matters LLC shall disclaim all and any liability and responsibility to any person, entity, or corporation who acts or fails to act as a consequence of any reliance upon the whole or any part of the contents of this publication.