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BURNS BROTHERS FINANCIAL GROUP 9555 James Avenue South Suite 200 Bloomington, MN 55431 (952) 8814533 or (800) 7283448 FAX (952) 8885115 www.bbfg.com INCOME TAX ORGANIZER & DEDUCTION FINDER Name Date
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How to fill out 2015 tax organizer:

01
Start by gathering all necessary documents such as W-2 forms, 1099 forms, and any other income statements from the year 2015.
02
Go through each section of the tax organizer and fill in the required information. This may include personal identification details, such as your name, address, and social security number.
03
Proceed with reporting your income. Report all sources of income accurately and make sure to verify the numbers against your income statements.
04
Deductions and credits are an essential part of filing taxes. Look for sections in the tax organizer that ask for deductions and credits, and fill in the relevant information. This may include deductions for mortgage interest, student loan interest, and medical expenses, among others.
05
If you have any dependents, ensure to provide the appropriate information regarding their age, relationship to you, and any other necessary details.
06
If you have any investment income, follow the instructions in the tax organizer to report it accurately. This may include dividends, capital gains, or any other investment-related income.
07
Make sure to review all the information filled in the tax organizer thoroughly. Double-check for any errors or missing details. It is important to be as accurate as possible to avoid any issues with the IRS.
08
Finally, sign the tax organizer and prepare to file your 2015 tax return.

Who needs 2015 tax organizer?

01
Anyone who earned income in the year 2015 is required to file a tax return, regardless of the amount.
02
Individuals who have various sources of income, such as self-employment income, rental income, or investment income, may find it helpful to have a tax organizer to keep track of all the necessary information.
03
Those who have numerous deductions or credits to claim will benefit from using a tax organizer to ensure they do not miss out on any available tax breaks.
04
If you had any life events in 2015 that can impact your tax situation, such as getting married, having a child, or buying a house, having a tax organizer can help you organize the relevant information.
05
Even if your tax situation is relatively simple, using a tax organizer can help ensure you do not overlook any essential details or calculations.
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A tax organizer - bbfg is a document that helps individuals and businesses gather and organize their financial information for tax preparation purposes.
Individuals and businesses who need to prepare and file their taxes are required to use the tax organizer - bbfg to gather their financial information.
The tax organizer - bbfg can be filled out by inputting relevant financial information such as income, expenses, deductions, and credits into the designated sections of the document.
The purpose of the tax organizer - bbfg is to assist individuals and businesses in organizing their financial information in a systematic way, making tax preparation more efficient and accurate.
Information such as income sources, expenses, deductions, credits, and other financial details must be reported on the tax organizer - bbfg.
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