The tax organizer is how we gather vital information to prepare an accurate tax return.
They can look overwhelming so please
WATCH THE QUICK VIDEO GUIDE
for the associated organizer needed.
The video guide will FAST TRACK the completion
of the organizer and help you be efficient with your time.
Thank you and make today an amazing day!
| Business Type | Organizer | Video Guide |
|---|---|---|
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Individual Organizer (ALL CLIENTS MUST COMPLETE THIS) The video guide is broken down into 2 parts. Part 1 is just the personal organizer overview. Part 2 is the Schedule C and Rental property overview Skip Part 2 if you do not have a Schedule C/Sole Proprietor business and/or do not have any rental properties |
Personal Organizer (no info on Schedule C & Rental) Video Guide: https://www.loom.com/share/a0c46eda489c45dd9e0520297e1ad805?sid=aa7c9900-6993-429c-9894-57cdbe243a3b Personal Organizer (SCH C & RENTAL GUIDE) Video Guide: https://www.loom.com/share/fa9db4200cc14a35a70b5c3e367a5065?sid=4ec6b930-498d-43d5-b2f0-6884b72348da |
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S-Corp Organizer (please complete 1 organizer per S-Corp that you have) Use this organizer if you have a C-Corp or an LLC that has made the S-Election and is being taxed as an S-Corporation |
S-Corp Organizer Video Guide: https://www.loom.com/share/d302b0985bf84cb283cec876fc555962?sid=d047ea6a-24df-488b-a2bb-4b408891e609 |
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LLC (NOT Taxed As An S-Corp) Organizer Use this organizer if you have an LLC that has NOT made the S-election |
LLC Organizer Video Guide: https://www.loom.com/share/6eb9763137ab4143aa03d7b79b271024?sid=5577e335-8fd8-4582-8a13-ce57126a8a0f |
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Partnership (NOT LLC) Organizer Use this organizer if you have a partnership that is NOT an LLC |
Partnership Organizer Video Guide: https://www.loom.com/share/dd2a20d478764020a26e9872adc8396a?sid=567f5859-1d61-40f7-a37e-c8c004aa6577 |
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C-Corp Organizer Use this organizer if you have a C-Corporation that has NOT made the S-election and will NOT make the S-election |
C-Corp Organizer Video Guide: https://www.loom.com/share/bfc30aa6f80e4035a4bb0db97c239e9d?sid=1074999e-e08b-4f77-b82e-7d4012ace025 |
Here at Make Taxes Fair we believe it is our duty as Americans to help our fellow entrepreneurs to structure their businesses in the most tax efficient manner possible. As we like to say, “Friends don’t let friends overpay the government”.
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