Need help getting organized?  Here's some helpful organizers for you to compile your information in order for us to accurately and promptly prepare your tax return.

Typical Questions and Personal Info (pdf file)

Simple 2 Page Tax Organizer (pdf file)

Personal Information Organizer (excel file)

Deductions Organizer (excel file)

Self Employed & Independent Contractor Organizer (excel file)



Rental Property Organizer (excel file)