Tax Organizer
Our income tax organizers are created to help you gather all the needed information for income tax preparation. Filling out the organizer can help you make sure that you are not missing any information and remind you of important questions you may have for our office.
The Engagement Letter and Questionnaire are required to be completed before we can prepare your returns. If you are unable to complete them prior to your appointment, please arrive a few minutes early so that you can finish them here in the office. The copies here are meant to be printed out and filled in on paper. If you would like an electronic version that you can fill out online, please contact us to request one.
2021 Complete Client Organizer
Use these additional pages for things that are not included in the basic individual organizer:
Business Organizer Pages
Rental Income Organizer Pages
