2018 TAX DEDUCTION FINDER & PROBLEM SOLVER

This is an archive of the 2018 edition of our tax organizer. Use this organizer if you have not yet filed your 2018 tax return.

To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax organizer annually to make sure you are compliant with the latest tax law changes.

The 2018 individual tax organizer is provided in three configurations to assist you in collecting relevant tax information needed to properly prepare your tax return. Access any of the three versions by double-clicking on the underlined title links below. The organizers can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information. After you have completed it, please forward the organizer (printed or digitally) to our office for immediate service. If you have an office appointment, you can print it out and bring it with you to the meeting. A word of caution: you can fill the organizers online and print them out. However, if you close the file, your data will not be saved unless the form is saved to your computer.

Once the completed organizer has been received, you will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt.

2018 Basic Organizer – This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.

2018 Basic Organizer plus Itemized Deductions – This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.

2018 Full Organizer –  This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.

2018 Business Organizer – Use this organizer for partnerships and incorporated business entities.

2017 Prior Year Individual Organizer – If you are filing your 2017 return late, please use this organizer.


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Get to Know Us

Welcome to Books, Taxes & More, located in Atlanta's southwestern suburb, Stone Mountain, GA. We proudly specialize in providing top-tier IRS and state tax authority representation, with additional services in tax preparation and bookkeeping. Our tax representation services are designed for clients who recognize they have a tax problem and want to resolve it urgently.

We also offer comprehensive tax preparation services, especially for those with complex returns, and bookkeeping as a supplementary service.

IRS and State Tax Authority Representation

If you've received a letter from the IRS or the state department of revenue, you need an expert who can help you navigate these challenges swiftly and effectively. We work with taxpayers who have the resources to invest in high-quality representation, and a collaborative mindset. We pride ourselves on our expertise and commitment to resolving your tax issues efficiently. With over a decade of experience, we know how to protect taxpayers from the IRS and state authorities, ensuring your financial well-being.

Why Choose Us?

  • Expertise and Experience: With over ten years in the industry and credentials as a Certified Tax Resolution Consultant, our founder, Steve Perry, brings a wealth of knowledge to each client engagement. Steve is also a member of the National Association of Enrolled Agents (NAEA) and the Tax Rep Network.

  • Passion for Advocacy: Our team is passionate about defending our clients against the IRS and resolving tax debt issues. We believe in standing up against bullies and helping you achieve financial freedom.

  • Specialized Knowledge: Our continuous education, including extensive studies in cryptocurrency and blockchain, enables us to support crypto traders and other clients with unique financial situations.

  • Community Involvement: As an active member of Rotary Club International and other local volunteer efforts, Steve is dedicated to making a positive impact both professionally and personally.

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