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Our tax organizer is designed to assist you in gathering your tax information, organizing and preparing your income tax returns.  If you are a current client you should have received a personalized organizer from me.  Please contact us if you did not.

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Below is a full "blank" organizer along with other common sections needed.

Below are some other resources that may help with your tax return preparation &/or future tax planning:

2016 Tax Organizer

2016 Tax Organizer

2016 Tax Organizer
Organizer Video

Organizer Video

10:04

Wehner Accounting & Tax, Inc.
Office:2744 Del Rio Pl, Ste 110 | Davis, CA 95618

Mailing:2744 Del Rio Pl, Ste 200 | Davis, CA 95618
https://www.wehnercpa.com | matthew@wehnercpa.com
Phone: 530-908-1761| Fax: 530-231-0284

© 2016-2026 by Wehner Accounting & Tax

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