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Taxes Made Easy Through Our Organizer Documents

Simply complete the Tax Organizer Document and return it to Shapiro Tax Consultant and we will prepare your tax return for you.

Download Instructions:

Click on the link(s) below to download the file. If your download does not start automatically, right click the file name and choose the 'save-as' option.

Due to the size of the complete organizer, we have included each page individually below with a description of the page contents:

1. Personal Information: Dependents and Wages

2. Questions (1 of 3 pages)

3. Questions (2 of 3 pages)

4. Questions (3 of 3 pages)

5. Direct Deposit and Withdrawal Form

6. Interest Income

7. Dividend Income

8. Consolidated Brokerage Statement

9. Consolidated Brokerage Statement - Dividend Income & Foreign Information

10. Business Income and Cost of Goods Sold

11. Business Expenses and Property & Equipment

12. Business Expenses - Vehicle Information

13. Business Expenses

14. Business Vehicle and Other Listed Property

15. Business Use of Home

16. Sales of Stocks, Securities, Capital Assets & Installment Sales

17. Sale of Your Home and Moving Expenses

18. IRA, Pension, Annuity, and Retirement Plan Information

19. Rental and Royalty Income and Expenses

20. Rental and Royalty Property and Equipment & Depletion

21. Rental and Royalty Vehicle Information

22. Rental and Royalty Business Expenses

23. Farm Income

24. Farm Expenses and Property & Equipment

25. Farm Vehicle Information

26. Farm Business Expenses

27. Miscellaneous Income, Adjustments and Alimony

28. Itemized Deductions - Medical and Taxes

29. Itemized Deductions - Mortgage Interest and Points

30. Itemized Deductions - Contributions

31. Itemized Deductions - Miscellaneous

32. Employee Business Expenses

33. Employee Business Expenses - Business Use of Home

34. Child / Dependent Care Expenses & Education Expenses

35. Household Employment Taxes

36. Federal Tax Payments

37. State and City Tax Payments

38. Gambling Winnings

39. Foreign Employment Information (Page 1 of 3)

40. Foreign Employment Information (Page 2 of 3)

41. Foreign Employment Information (Page 3 of 3)

42. Foreign Housing Expenses Worksheet

43. Detail Depreciation

44. Additional Information

Call Shapiro Tax Consultant Today For Your Individual or Business Tax Needs

For fast service on your tax needs, call (703) 978-3296 today or Contact Us Online for quick answers to your questions, to schedule an appointment at one of our three Virginia and Maryland offices, or for additional information on emailing, mailing or faxing your information.

Providing Tax Preparation and Tax Consulting Services To The Virginia, Maryland and Washington DC Region Including Woodbridge,
Manassas, Alexandria, Arlington, Falls Church, Annandale, Fairfax, Woodbridge, Eldersburg, Westminster, Howard County,
Ellicott City and Sykesville since 1955.

Shapiro tax consultant treats all personal information in a confidential manner based on the highest ethical standards.
We will not share your personal data or information with any individual or organization without your prior authorization.