Complete your organizer thoroughly and return it at least 7 days before your appointment. The more detail you provide, the more we can save you.
Please do not rush through the Tax Organizers. This is our best chance to make sure you pay as little in taxes as possible. We require every question to be answered. If it does not apply to you, choose "No." Review the notes under every "Yes" answer.
The Organizer tells you exactly what we require to support the answer — it is our best chance to make sure you pay as little in tax as possible.
When uploading your documents, we do not require receipts for charitable contributions, medical expenses, or business or rental property expenses. We also do not need copies of your property taxes or DMV records. There is a spot on the Tax Organizers to input this data. You will keep the receipts for your records, but we do not require them.
Answer ALL questions. Select "No" if something doesn't apply to your situation.
Review notes under "Yes" answers to ensure you include all required supporting information.
Upload supporting documents as instructed in the organizer. Receipts for charitable contributions, medical expenses, or property taxes are not required — keep these for your own records.
Download the organizers that apply to your situation. The Personal Tax Organizer is required for all clients.
Required for all personal tax returns. Complete, sign, and return at least 7 days before your appointment. This is the foundation of your tax preparation — every return starts here.
Download OrganizerReport income and expenses for your business, including automobile and home office expenses. Provide detailed financial information for Schedule C reporting.
Download OrganizerReport income and expenses for rental properties. Submit a separate organizer for each property being reported for accurate Schedule E preparation.
Download OrganizerUse if you do not use accounting software like QuickBooks or if this is your first year as a client. Include financial details if not using accounting software.
Download OrganizerReport details of the sale of your primary or investment property. Provide information about the property sold, including dates, purchase price, and sale amounts.
Download OrganizerIf you have questions about which organizers to complete or how to fill them out, our team is here to help. Reach out anytime.
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What makes San Diego Tax Associates distinct from other financial planning firms?
At San Diego Tax Associates stands out for our personalized, client-centered approach, combining decades of expertise with custom strategies to meet your unique financial goals.
How does the tax planning process with San Diego Tax Associates work?
Our process involves a thorough analysis of your financial situation to identify tax-saving opportunities, aiming to minimize liabilities and maximize savings over time.
What kind of investment advice do you offer and how is it personalized?
We provide tailored investment strategies based on your individual risk tolerance, financial goals, and market opportunities, ensuring your portfolio aligns with your long-term objectives.
If I'm audited by the IRS, how will San Diego Tax Associates support me?
If audited by the IRS, our team provides robust support and representation, leveraging our expertise to navigate the process smoothly.
What approach does San Diego Tax Associates take towards insurance planning?
Our approach to insurance planning is comprehensive, assessing your unique needs to recommend the appropriate coverage that provides peace of mind.
