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Tax Organizer

 Welcome to the Butler Tax and Accounting Online Organizer.

Due to the many tax law changes in recent years, we’ve updated and improved our tax organizer to include more detail regarding those changes. To accomplish this, while keeping the organizers brief and easy to follow, we split off the Small Business and Rental Real Estate portions from the Personal Tax Organizer. Also, you now have a second option to download the organizers in Microsoft Excel format. We hope you will find these changes and updates helpful as you gather together your important tax information.

To get started, simply gather together your tax information and click on one the links below. Upon receipt of your documents and organizers we will be able to prepare your return and e-mail you back your completed copy after electronically filing the return!

Tax Organizers in PDF format

PDF version that you can print, fill-in the necessary information and submit it to us by Fax, Direct Mail, or in person:

Personal Tax Organizer (pdf)
Small Business Organizer (pdf)
Rental Real Estate Organizer (pdf)

New! Tax Organizers in Excel format

Microsoft Excel version that you can download, save, and fill out on your own computer, then submit it to us by email, printed copy, or on a digital storage device.

Personal Tax Organizer (Excel)
Small Business Organizer (Excel)
Rental Real Estate Organizer (Excel)
 

Call us today for more information 801-268-2245

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