Comprehensive Individual Tax Organizer (PDF Version)

This all-in-one organizer helps individuals and families prepare for tax season by summarizing income, deductions, and credits in one place. It includes sections for personal details, dependents, medical and education expenses, charitable contributions, investments, business activity, and rental properties. Completing this organizer gives Leo Maher Accounting a clear overview of your tax situation, ensuring accuracy and efficiency when filing your return.

Comprehensive Individual Tax Organizer (Excel Version)

This Excel version offers a convenient, fillable alternative to the PDF organizer. It’s designed for clients who prefer to enter and update their information electronically. The spreadsheet includes organized tabs and sections for personal details, dependents, income, deductions, business activities, and rentals—allowing totals to be calculated automatically. Once completed, you can save and securely email the file to Leo Maher Accounting, making it an efficient option for clients who want a faster, paperless way to share their tax information.

Schedule C Tax Organizer (Self-Employed Income)

This organizer helps sole proprietors and independent contractors gather the information needed to report business income and expenses on Schedule C. It provides clear sections for income, cost of goods sold, vehicle use, home office, and deductible expenses—making it easier to ensure nothing is overlooked before your tax appointment.

Schedule E Tax Organizer (Rental Income and Royalties)

Designed for property owners and individuals with rental or royalty income, this organizer simplifies gathering details for Schedule E. It includes sections for property addresses, income received, expenses, depreciation, and other deductible costs. Completing this form ensures all relevant rental activity and passive income are accurately captured for your tax return.