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Tax Organizer

This tax organizer has been designed to cover most of the income, expenses, deductions and credits for tax preparation. It is important to note that these can change from year to year.

Please advise us if you think you have a credit or expense for a specific year if you do not find it here.

Additional information may be required for certain states.

Download the Tax Organizer Here

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Fix Your Tax Problem
2 Commercial Blvd - Suite 101-D
Novato, CA 94949
(888) 999-0744 phone
(415) 475-4071 fax

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