How to Prepare for Your Individual Tax Return

Download and print out the documents below to help prepare for your tax return.

 

The Checklists will help remind you of many items that your CPA will need.

 

The Tax Organizer is a more thorough option for making sure that information and documentation is in order. Please fill this out and turn it in with your income and expense documentation, and/or bring it to your meeting with the CPA.

General Checklist for Individual Taxpayers
General Checklist for Individual Taxpayers that have Business, Farming, or Rental Income
Tax Organizer for Individual and Married Taxpayers

The Moritz Group, PC

517 S Washington St

Marion, IN 46953

ph. (765) 664-6201

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