Tax Organizers

Tax organizers are designed to assist you in gathering the information necessary to prepare your income tax return. If you filed a tax return with us last year you will receive a pre-filled tax organizer in your “client portal” or by mail. Once you have received all expected tax documents (items marked “IMPORTANT TAX DOCUMENTS”) please upload them or drop them off along with your completed tax organizer.

A variety of blank tax organizers are provided (below) as a guide to new clients and those launching new ventures.

2019 Individual Tax Organizer

2019 Sole Proprietor Tax Organizer

2019 LLC Tax Organizer

2019 S Corporation Tax Organizer

2019 C Corporation Tax Organizer