Tax Organizers

We've compiled a few documents to help you successfully plan organize your files for this tax year.  Please print and complete the appropriate organizers relevant to your tax situation.

ALL Individual Tax Clients

Year End Tax Letter
2015 year end tax letter detailing appointment times, deadlines, and tax preparation process.

Income Tax Organizer
The Income Tax Organizer is a detailed checklist and questionnaire that asks about pertinent tax items necessary for preparing your individual tax return accurately. It also includes a schedule for Personal Itemized Deductions.

SOME Individual Tax Clients

Business Organizer
Self-Employed Business Owners, Independent Contractors or Farmers. Please provide a separate Business Organizer for each individual business.

Employee Business Expense Organizer
Please provide a separate Employee Organizer for each job which you receive a W-2 form for wages paid and have associated business expenses for which you are not reimbursed.

Rental Property Organizer
Rental Property Owners - Please complete a Rental Organizer for your rental properties.

Income Tax Organizer (Combined)
Combined Income Tax Organizer of all the above organizers.

When you have compiled your tax information please mail, email or deliver to the office.
Email: Christina Bailey -
Mail: Mattison, Yoder & Company, 5900 Roche Dr., Ste. 340, Columbus, Ohio 43229

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Phone: 614.854.9000 • Fax: 614.854.9086