A Tax Organizer helps you know what to gather for us to get started on your tax return. You can fill it out completely, or just use it as a checklist.

If you are a returning client, you can contact us for an individual tax organizer customized just for you!

2018 Individual Taxpayer Organizer
2018 Individual Taxpayer Organizer – Sole Proprietorship
2018 Individual Taxpayer Organizer – Rental Property
2018 LLC Tax Organizer
2018 S Corporation Tax Organizer
2018 C Corporation Tax Organizer