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Which Tax Docs Do I Need???

Writer's picture: Samara Samara
Thank you for choosing Ravenwood Accounting to complete your 2024 Tax Returns! 

You will receive a link via email to fill out your 2024 Tax Organizer. Please keep your eyes open for that. If you would like a paper copy to fill out, please let us know. If you do not have a client portal account, you will also receive an invitation to create one. Please create your account before filling out the tax organizer.

Thank you for taking time to complete your 2024 Tax Organizer. It is extremely important that you thoroughly complete this tax organizer and submit it back to us as soon as possible, PRIOR to your scheduled tax appointment as it is designed to identify potential tax savings and to complete a true, complete, and accurate tax return. 

  • New Clients: This information is critical for accurate tax filing.
  • Existing Clients: Please submit the tax organizer again to ensure your records are 100% accurate and up-to-date.
  • IP PIN: Please upload or include this notice in your documents if you received one. We will need this to file your return.

Please make sure you gather and organize all your necessary tax documents before completing this form. Then proceed to upload all your supporting documents digitally through our simple and secure Client Portal, UNLESS you have made arrangements to drop off your tax documents.

PLEASE ANSWER EACH QUESTION CAREFULLY. 

Some of the information we request to prepare your tax return can also be found by setting up an online account with the IRS. You can do this at irs.gov, click on "Sign in to your account". The IRS is now using ID.me for online accounts. Once you verify your identity and complete the self-service process, you can access your online account to access/view information including but not limited to: account balance, payment options/history, start a payment plan, get transcripts, and view notices/letters from the IRS. 

WE MUST RECEIVE THIS COMPLETED ENTIRELY TO BEGIN and PREPARE YOUR TAXES! 

Here are the documents you could need: 

Thank You Very Much For Your Cooperation! It's Greatly Appreciated!
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*These are not guaranteed savings. Savings may be more or less and will be determined during your assessment based on your business size and circumstances.

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