This individual tax organizer is the ultimate in multi-tasking! It helps your client get organized, saves you time during the appointment and helps protect you as the preparer. Also includes unique alert flags to highlight when exact information is required to avoid problems with the IRS matching system. On the front you can list the clients prescheduled appointment time. This organizer helps you save money compared to printing and mailing software-generated organizers, and is easier for your clients to use.
Size: 8.5" x 3 2/3" (folded)