JJStephens Posted January 20, 2016 Report Posted January 20, 2016 I serve clients (mostly clergy) all over the country. I can't meet with most so years ago I created an interview style Organizer. It's worked very well and my clients love it. I send all my clients a link to my web site where they can go and download the latest version (I update it throughout tax season as I think of new and improved ways of doing things). I haven't done much more than change a few dates on this year's version--hope to add some more tweaks over the weekend. Anyway, here's a copy in case any of you want to use it. Feel free to personalize it any way you wish. Tax Organizer.pdf 3 Quote
Catherine Posted January 20, 2016 Report Posted January 20, 2016 Very nice but on first glance your revision fee is far too low... Quote
JJStephens Posted January 21, 2016 Author Report Posted January 21, 2016 As I tell folks who show up at my yard sales, if you think my prices are unreasonable feel free to offer more! Actually, over the years I've put a ton of time into it but that's water under the bridge. It costs me nothing to help out someone else and goodness knows I've benefited from a lot of free advice on this forum over the years. 4 Quote
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