Organizers

List of Organizer Handouts we have to help you with your taxes! Click any link to preview the handout from which you can download!

Scroll down to see first page previews and download links to each handout!

C Corporation Tax Organizer

Individual Taxpayer Organizer

Individual Taxpayer Organizer – Rental Property

Individual Taxpayer Organizer – Sole Proprietorship

LLC Tax Organizer

Paid Preparer Due Diligence Checklist

Partnership Tax Organizer

S Corporation Tax Organizer