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The tax organizer is an important aid both in the gathering of information prior to your tax appointment and for your preparer to use during your tax appointment. When you complete your organizer fully it allows me to quickly determine if there have been changes in your life that may spark some additional questions. Feel free to use your own format or to add other information that you have created in other formats. Organizers allow us to complete your tax appointment in the least amount of time without missing important items.