Tax Organizers

Income Tax Preparation Checklists and Organizers

ALL INDIVIDUAL TAXPAYERS - Select and print one of the following:

  • Tax Preparation Checklist - The Tax Preparation Checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return.
  • Income Tax Organizer - The Income Tax Organizer is a more detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).

SELF-EMPLOYED BUSINESS OWNERS or INDEPENDENT CONTRACTORS - Select and print:

  • Business Expense Organizer - Please provide a separate Business Organizer for each individual activity (for example, if husband is a self-employed realtor and spouse had unreimbursed employee business expenses).

EMPLOYEES WITH UNREIMBURSED BUSINESS EXPENSES - Select and print:

  • Employee Business Expense Organizer - Please provide a separate Employee Organizer for each job from which you receive a W-2 form for wages paid and have associated business expenses for which you are not reimbursed.

RENTAL PROPERTY OWNERS - Select and print:

When you have compiled your tax information call or email us for your preferred appointment time or send to us your information in one of the following ways:

Email: team@sbc-cpa.com 
Fax: 407-847-6641

Mail: Swart Baumruk & Company, LLP
1101 Miranda Lane
Kissimmee, FL 34741
Phone: 407-847-7466 or 1-800-361-1754

Thank you for the opportunity to serve you.

Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.

Client Center

- Individual Clients
- Business Clients
- Client Employee

Using Your 1040 Tax Portal

Phone: 407.847.7466 • Fax: 407.847.6641
Email: team@sbc-cpa.com