Client Tax Organizers

Client circumstances and tax laws change each year. The organizers below are provided specifically for the tax laws and changes applicable to the 2020 tax year. They are used to ensure both compliance with income reporting requirements and to receive the maximum tax benefits to which you are entitled by law.  Clients may select either one of the personal tax organizer options below.

Online Option  – The links below are for you to complete and submit your Tax Organizer(s) & Authorization to Prepare online.  If you are unable to complete the organizer in one sitting, it can be saved and completed later.

2020 Authorization to Prepare

2020 Personal 1040 Client Tax Organizer

2020 Business Income & Expense Organizer

2020 Rental Property Income & Expense Organizer

Paper Option – The links below are to download and print a PDF organizer(s).  After completing the paper organizer, it can be uploaded to your secure portal or otherwise provided to us.

2020 Authorization to Prepare

2020 Personal 1040 Client Tax Organizer

2020 Business Income & Expense Organizer

2020 Rental Property Income & Expense Organizer