Rusch Law Tax Organizer

Tax Organizer

Please note that this is a complete tax organizer of 32 pages. It includes specialized sections on foreign earned income, self employed business income and expense, partnerships and trusts, etc.

A lot of this information may not apply to you. I suggest using the Schedule on page 3 to determine what is relevant and skip to those pages.

Existing clients can skip a lot of the introductory information, as we will already have it in our systems. Just make note of any additions to your family or if you moved last year.

For a free tax organizer in MS Word format, click here. Right-Click and select Save As to download the file to your computer.

For a free tax organizer in PDF format, click here. Right-Click and select Save As to download the file to your computer.

Click here to schedule an appointment by email or call my direct line at (619) 557-0587. I will personally answer your questions and determine what steps are needed to resolve your tax problems.