These organizers are designed to assist and remind you of information that is needed to prepare your tax return. The goal is not to overlook anything. We want to help you maximize your legal deductions, comply with government reporting requirements, and avoid problems with the IRS after the return is filed. There are Organizers for; Personal, Partnership, S-Corp, Rental Real Estate, and Sole Proprietors.
Please click the links below to view & download organizers:
- Personal Organizer
- Rental Property Organizer
- Sole Proprietors, LLC & Sch C Organizer
- Partnership 1065 Organizer
- S-Corporation Organizer
Please feel free to call us with questions; these organizer are only a starting point.