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.

2021 Tax Prep Guide

Information to assist you in preparing your tax package.

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2021 Returning Client Engagement Letter

If you are an existing tax client, use this engagement letter.

Required for all Returns
Includes Instructions, taxpayer information, filing and payment choices and pricing.

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2021 New Client Engagement Letter

If you are a new client for the 2021 tax season, use this engagement letter.

Required for all Returns
Includes Instructions, taxpayer information, filing and payment choices and pricing.

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Schedule A Itemized Organizer 2021

Required for all Returns (if applicable or for clients not using another organized method.)
Includes Medical / Dental expenses, Taxes You Paid (i.e. sales tax, state tax, property tax, vehicle tabs), Interest You Paid (i.e. mortgage interest, property investment interest), and Charitable Contributions.

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Schedule C Business Organizer 2021

Required for all Self-Employed Business Owners
Includes Business information, income, expense, vehicle expense and mileage, inventory, assets purchased / sold, use of office in home, etc.

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Minister Organizer 2021

Required for all W-2 and 1099 Ministers
Includes Ministry Business information, income, expense, vehicle, mileage, housing.

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Foreign Minister 2021

Required for all Foreign Missionaries looking for the exclusion
Includes Ministry Business information, income, expense, vehicle, mileage, housing, days in/out of country.

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Schedule E Rental Organizer 2021

Required for all Returns (if applicable or for clients not using another organized method.)
Includes Medical / Dental expenses, Taxes You Paid (i.e. sales tax, state tax, property tax, vehicle tabs), Interest You Paid (i.e. mortgage interest, property investment interest), and Charitable Contributions.

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