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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 organizer forms are fillable pdf documents. To use the fillable features, download the file to your computer and then open with adobe reader.

Individual Organizer, Questionnaire and Engagement Letter

Use these additional pages for things that are not included in the basic individual organizer:

Business Organizer Pages

Investment Income Organizer Pages

Rental Income Organizer Pages