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 2019 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 – NEW FOR TAX YEAR 2019. THIS OPTION ALLOWS FOR YOU TO COMPLETE AND SUBMIT YOUR TAX ORGANIZER(S) ONLINE. IF YOU ARE UNABLE TO COMPLETE THE ORGANIZER IN ONE SITTING, IT CAN BE SAVED AND COMPLETED LATER. 

CLICK HERE TO BEGIN THE 2019 PERSONAL 1040 TAX ORGANIZER ONLINE

CLICK HERE TO BEGIN 2019 SELF-EMPLOYMENT BUSINESS ORGANIZER ONLINE

CLICK HERE TO BEGIN THE 2019 RENTAL TAX ORGANIZER ONLINE

 

PAPER OPTION – THIS OPTION ALLOWS FOR DOWNLOADING AND PRINTING A PDF FILE AND COMPLETING THE TAX ORGANIZER MANUALLY (THIS IS NOT A FILLABLE PDF). AFTER COMPLETING THE PAPER ORGANIZER CAN BE UPLOADED TO YOUR SECURE PORTAL OR OTHERWISE PROVIDED TO US.

CLICK HERE TO PRINT A COPY OF THE 2019 PERSONAL 1040 TAX ORGANIZER

CLICK HERE TO PRINT A COPY OF THE 2019 SELF-EMPLOYMENT BUSINESS ORGANIZER

CLICK HERE TO PRINT A COPY OF THE 2019 RENTAL PROPERTY ORGANIZER