Tax Organizers

Use this checklist for reference as you pull together your tax documents.
Our Complete Tax Organizer asks questions required for accurate preparation of your 2021 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!
All new tax preparation clients: Please use this worksheet to provide us with your necessary personal information (address, birthdates, social security numbers, etc.). For your protection, please do not email this document. Use your online Sharefile folder. 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!
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!
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. Please do not fill out this organizer in the browser. Save the PDF to your desktop before filling it in.
Our Payroll Reporting Organizer asks questions required for accurate preparation of your 2021 payroll filings. Don't forget to save the PDF to your desktop before filling it in!