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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

2023 Engagement letter - Required


Download
2023 Engagement letter Form - Required

2023 Engagement letter Form - Required


Download
2023 Tax Prep Guide and Questionnaire - Required

2023 Tax Prep Guide and Questionnaire - Required


Download
2023 Due Diligence for parents

2023 Due Diligence for parents

New this year and REQUIRED if claiming dependents

Download
2023 Schedule A Itemized Organizer

2023 Schedule A Itemized Organizer

Required if Applicable

Download
2023 Schedule C Business Organizer

2023 Schedule C Business Organizer

Required for all Self-Employed Business Owners

Download
2023 Schedule E Rental Organizer

2023 Schedule E Rental Organizer

Required for all Landlords

Download
2023 Minister Organizer

2023 Minister Organizer

Required for all W-2 and 1099 Ministers

Download
2023 Foreign Minister Organizer

2023 Foreign Minister Organizer

Required for all Foreign Missionaries looking for the exclusion

Download
2023 College Education Worksheet

2023 College Education Worksheet


Download
2023 K-12 Education Worksheet

2023 K-12 Education Worksheet


Download
2023 MN K-12 Non-Qualified Expenses

2023 MN K-12 Non-Qualified Expenses


Download
2023 Child Care Worksheet

2023 Child Care Worksheet


Download
2023 Medical Expense Worksheet

2023 Medical Expense Worksheet


Download
2023 Medical Premiums Worksheet

2023 Medical Premiums Worksheet


Download
2023 Mileage Worksheet

2023 Mileage Worksheet


Download