Tax Organizers

Our Basic Tax Organizer asks necessary questions required for accurate preparation of your 2019 individual tax return. Please use the additional pages below as needed. Don't forget to save the PDF to your desktop before filling it in!
Download and complete this organizer to record Charitable Contributions, Medical Expenses, Real Estate and Personal Property Taxes, Mortgage Interest, etc. Don't forget to save the PDF to your desktop before filling it in!
Please use separate organizers for each individual activity. Don't forget to save the PDF to your desktop before filling it in!
Please use separate organizers for each rental property, and don't forget to save the PDF to your desktop before filling it in!
For Minister and Missionary clients. Don't forget to save the PDF to your desktop before filling it in!
For foreign/missionary clients with foreign financial accounts. Don't forget to save the PDF to your desktop before filling it in!