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.


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

Safe Harbor Election


2023 LLC Tax Organizer

2023 C Corporation Tax Organizer

2023 S Corporation Tax Organizer