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.