Client Organizer Forms
If you need help organizing the necessary information for the preparation of your tax return, please print out the Client Organizer Form and complete as best you can. If you are a returning client and would like an organizer specific to your tax information please call or email our office and we will upload it to a secure client portal. If you do not have a portal yet please call our office and we would be happy to set one up for you.
*Please note that if you are claiming a child under the age of 19- please provide proof of residency for your dependents such as school or medical records.
Individuals
2023 Individual Taxpayer Organizer
2023 Individual Taxpayer Organizer Spanish
Add-on Organizers for specific individuals
Self Employed Business Deductions Organizer
Self Employed- Realtor Deductions Organizer
Misc Forms
Vehicle and Travel Deductions Organizer
Entities