This individual tax organizer is the ultimate tool for multi-tasking! It reminds clients of appointments, gets them organized, saves you time during the appointment and helps protect you as the preparer. This organizer also includes unique alert flags to highlight when exact information is required to avoid problems with the IRS matching system. Saves you money compared to printing and mailing software-generated organizers, and is easier for your clients to use.
To order a free sample, please contact us at 1-800-968-1099, or firstname.lastname@example.org.