Tax Organizers

Basic Information for All Returns
The basic information on this organizer is needed for all tax returns.
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Income Sources
Use this organizer to help you gather all those tax documents
you receive in the mail.
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Deductions and Adjustments
For itemized deductions or other adjustments to income,
use this organizer.
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Business Income and Expenses
This organizer is useful for those who have business income
that requires filing a Schedule C.
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New Tax Client Information
This gives some basic information for clients new to our tax services.
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Sample Engagement Letter
This is an example of the engagement letter that you will need
to sign when you leave your tax documents with us.
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