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Tax Organizers


It is our primary goal to make your tax preparation as efficient as possible. To that end, we have developed this Tax Organizer tool to help facilitate the process.

Get every deduction you deserve by reviewing and filling out all the applicable portions of our Tax Organizer below. Tax law changes every year, and we update these forms annually to make sure you don't miss anything.

Either download and print this fillable PDF* OR send completed worksheets directly to your Tax Preparer through to our Secure Online Portal.

Download complete 2019 Tax Organizer

*For best use of features in fillable forms, open using Acrobat rather than within your browser.


If you have more than one business or rental property, please see below for additional pages to fill out for each activity separately.