Tax Season is officially here. At this time you will start receiving your W-2s, 1099’s and other tax-related documents in the mail. This is a great time to start getting organized and preparing to help make the filing process smoother and less stressful.

Selby Tax and Accounting Team prepared this Tax Organizer designed to help you collect and report the information needed to prepare your income tax return. These worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your specific needs.

Please enter your information in the designated areas on the worksheets. If you need to include additional information, you may use the back of a worksheet or an additional page.

When possible, information is included for your reference. You do not need to make any entries.

Note: The General Questions and Business/Investment Questions worksheets include a variety of questions designed to assist in completing your tax return. If you answer yes to any of the questions, be sure to provide the applicable details.

If you would like a personalized organizer, please call the office.

Tax appointments are not necessary, you can drop off at your convenience.  Monday through Friday 8-5

If you would like to make an appointment, please call the office. 616-613-3222

Download Tax Organizer