2024 Tax Planning for 2023

Income Tax Preparation Checklists and Organizers

ALL INDIVIDUAL TAXPAYERS – Select, complete and print or save one of the following:

• Tax Preparation Checklist – The Tax Preparation Checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return.
• Income Tax Organizer – The Income Tax Organizer is a more detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).

SELF-EMPLOYED OR SMALL BUSINESS OWNERS or INDEPENDENT CONTRACTORS – Select, complete and print or save:

• Business Expense Organizer – Please provide a separate Business Organizer for each individual activity (for example, if husband is a self-employed realtor and spouse had unreimbursed employee business expenses).

RENTAL PROPERTY OWNERS – Select, complete and print or save:

• Rental Property Tax Organizer – Provide a separate organizer for each rental property.

FOREIGN INVESTORS – Select, complete and print or save:

• Foreign Investors Income Tax Organizer
• Enlace al organizador anual para la declaración de impuesto

eSignature Forms

• Individual Tax Engagement Letter 2024 (eSign)
• Individual Tax Questionnaire 2024 (eSign)
• Business Tax Engagement Letter 2024 (eSign)
• Business Tax Questionnaire – 2024 (eSign)

When you have compiled your tax information:

1. Scan your completed Client Organizer to your computer. (make sure you know the path where you scanned the documents)
2. Log in to your secure client center at www.strategictaxplanners.com.
3. While logged in, click on the File UPLOAD link
4. Click on the Documents for Accountant folder.
5. Click on the Upload button.
6. Click on Select Files and browse to the location where you scanned your documents.  Select file(s) to upload.

TIP:  you can press the CTRL key and click on each document to select multiple files at once.

Thank you for the opportunity to serve you.