Tax Organizer & Information Page

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Last Updated: 01/18/2018

Tax Year 2017 versions of all Tax Organizer Booklets are ready for download now.

DO NOT use prior years booklets for the current year as they will not be suitable. There are many differences between booklets for the past three years.

Letters with Username and Password have been mailed, by USPS ONLY on Jan. 17, 2018. The letters were be mailed to the address on your 2016 tax return. If you have moved since we prepared your 2016 tax return and have not provided us your new address, contact our office.

Our booklets (tax organizers) are listed below. Each booklet asks all the pertinent questions that the majority of taxpayers need to answer in order for us to complete the personal and business portion of their tax return. By filling out the user-friendly organizer, it will save us time in preparing your tax return and ensure we have all the information. This saves you time and money when we prepare the tax return.

We have five different booklets available. Three are for specific businesses, one is a generic booklet for businesses not listed, and the last is for taxpayers without any business. Look for the business you are associated with, then click on the year that you need. If your business is not listed, then you will need to choose the booklet titled "Regular (all other businesses)".

In order to access the booklet, you will need to have a username and password, which we will assign to you. We will assign them to previous clients and clients who purchase the booklet for the first time. The cost of the booklet is $5.00 if you download the book from the website, or purchase it at a seminar. If the book is mailed to you, the cost is $10.00. (The $5 or $10 cost is for new clients only) If you were a prior year client, you have been sent a letter with this information, or you may contact our office at any time.


After you download the booklet, please carefully go over and complete all pages that apply to you. If some of the pages do not apply to you, then write N/A or an "X" on the parts that do not apply. This is to ensure that you have seen all pages, and will help reduce un-necessary delays caused by missing information. We cannot be responsible for missing information.

You can mail/fax/e-mail the organizer and supporting documents to us. If you mail the booklet, please send ALL pages. If you fax or e-mail, send only the pages with information on them. Mailing address, fax number and e-mail address information is on the front page of the organizer.

Click on the year for the appropriate business, to link to the correct organizer booklet.
If you need a booklet for prior years, use the most recent year for that category.

Business Name Year
Longaberger Baskets 2015 2016 2017
Mary Kay Cosmetics 2015 2016 2017
Tastefully Simple 2015 2016 2017
Regular (all other businesses) 2015 2016 2017
Booklet with no business 2015 2016 2017


The links below list our handouts that give you information about the following topics:

How to organize your receipts

Important information for home businesses.

Why I should be a self-employed person

Benefits of the business-use-of-the-home deduction

Additional benefits for clients with businesses that make a profit.

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Last Modified: 01/18/2018