Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
 
Please complete the following steps to take advantage of this tax organizer.
 
1. Click on the "Printable Tax Organizer" button below to bring up the organizer in a new window.
 
2. Print the organizer by clicking on the printer icon on the top of the screen.
 
3. Fill out all the information you can.
 
4. Call us and schedule a meeting.
 
5. Bring the completed tax organizer and all supporting documents to the meeting.

6.  Click here to log in and complete our secure online tax organizer.  

     Online Tax Organizer

7.  Printable Business Tax Organizers

• S Corporation Tax Organizer
• C Corporation Tax Organizer
• Partnership - LLC Tax Organizer
• Self Employed Tax Organizer
• Rental Property Checklist
• Trust and Estate Tax Organizer
• Non-Profit Tax Organizer
• Farm Checklist Organizer
• 1099-NEC and 1099 Misc Tax Organizer
• Amended Tax Return Organizer
• Capitalization Policy Template
• Fixed Asset Purchases & Dispositions Schedule
• Client Authorization Release Form
• Health Insurance Questionnaire

Please contact us at the office any time if you have questions.

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.