ORGANIZERS (PDF)

Please download and use the appropriate 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 to ensure accuracy.

Prefer our online, step-by-step organizer? Click here to get started now.

Expected to be updated for tax year 2024 tax year: Jan 1, 2025. 

Important: Ensure all handwriting is clearly printed for smooth processing. Thank you!

• Individual/Married Organizer
• Business Organizer
• Rental or Royalties Organizer
• Farm Organizer