How to Use:
1. Download and print the PDF document.
2. Complete the organizer as best you can.
3. Share your completed organizer with your tax accountant along with your tax documents to prepare your tax return.
If you would like something simpler and more streamlined, download our Tax Prep Checklist to know what documents you may need to provide us.
Individuals
Individual Taxpayer Organizer (Print PDF / Fillable PDF)
Indiv. Taxpayer Organizer - Sole Proprietorship (Print PDF / Fillable PDF)
Indiv. Taxpayer Organizer - Rental Property (Print PDF / Fillable PDF)
Indiv. Taxpayer Organizer - Sole Prop. & Rental (Print PDF / Fillable PDF)
Businesses
LLC Tax Organizer (Print PDF / Fillable PDF)
C Corporation Tax Organizer (Print PDF / Fillable PDF)
S Corporation Tax Organizer (Print PDF / Fillable PDF)
Partnership Tax Organizer (Print PDF / Fillable PDF)