Please use the following PDF organizer(s) when mailing or dropping off your tax documents. If you’re a new client, please include your last tax return for reference.

Do you prefer our online, step-by-step organizer? Click here.

All organizers updated for 2023 tax year  –  Now with an easy “Check if same as last year” box.

Note: All handwriting must be clearly printed. Thank you!

Individual/Married Organizer

Business Organizer

Rental or Royalties Organizer

Farm Organizer