Tax Organizer

A Tax Organizer is a great client tool for saving money and tax dollars. A completed and accurate tax organizer helps save your accountant time, helps you organize your information, and may ultimately help save tax dollars by recording every deduction. The key to filling out the organizer is to read every line carefully and make sure that all items that apply are filled in with accurate and legible information.

Schauer & Associates provides 2 options:

1) Personalized tax organizer - see instructions in the next paragraph

2) Non-personalized tax organizer - scroll to the bottom of this page and click on the PDF icon

If you are a returning client, and would like a personalized tax organizer, please fill out the information below. Schauer & Associates will upload a personalized tax organizer to our portal system with prior year amounts and titles already filled in! You should receive an email back from us with instructions on how to access the information within 1 business day.

Please click the link below for a non-personalized tax organizer. You can fill it out on the website and print it from there. You can print and fill this out by hand. Or you can download the file and complete it at your leisure.