Tax Organizers

Our Basic Tax Organizer asks necessary questions required for accurate preparation of your 2017 individual tax return. Download our fillable PDF to get started!
Download and complete this organizer to record Charitable Contributions, Medical Expenses, Real Estate and Personal Property Taxes, Mortgage Interest, Unreimbursed Employee Expenses, etc.
Please use separate organizers for each individual activity.
Please use separate organizers for each rental property.
For Minister and Missionary clients.
For foreign/missionary clients with foreign financial accounts.