Tax Organizers and Prep Tools
Our Tax Organizers are designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizers are comprised of several parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.
Click download to gain access to the varying forms as needed. Some forms are in Excel format and others in PDF format. If you cannot access a certain file format and need to request a different format, send an email to ifctax@indfinco.com
Once you have completed all of your relevant documents you can submit them by clicking here or you can email them to the email address listed above.
2023 Engagement letter - Required
Download
2023 Engagement letter Form - Required
Download
2023 Tax Prep Guide and Questionnaire - Required
Download
2023 Due Diligence for parents
New this year and REQUIRED if claiming dependents
Download
2023 Schedule A Itemized Organizer
Download
2023 Schedule C Business Organizer
Required for all Self-Employed Business Owners
Download
2023 Schedule E Rental Organizer
Required for all Landlords
Download
2023 Minister Organizer
Required for all W-2 and 1099 Ministers
Download
2023 Foreign Minister Organizer
Required for all Foreign Missionaries looking for the exclusion
Download
2023 College Education Worksheet
Download
2023 MN K-12 Non-Qualified Expenses
Download
2023 Medical Premiums Worksheet
Download