Client Tax Organizers

We hope these organizers will be useful to you. Using them is optional: We can accept your tax information in whatever well organized format works for you, including organizers from other accountants.

Photographing and Scanning Documents

Please refer to this page before sending photographs of documents to us. We prefer that you use an iPhone scanner app instead of your photo app.

New Clients

Please complete at least the required info on pages 1 and 2 in full. Other than that, fill out as much or as little as you like. Also, please bring last year's tax return to your first meeting.

2025 Organizers

• 2025 Organizers are still being prepared. These will be available in Mid-December. Here is a summary of the OBBBA tax bill passed in the summer of 2025. The article is current as of August 2025, however certain areas are unclear. We expect changes and clarifications as tax season approaches.
•   Changes due to 2025 OBBBA Bill

2024 Organizers

•   1040 Individual Organizer, including Self-Employed and Rentals
•   1040 Individual Organizer, Basic
  
•   Self-Employed and Rental worksheets (extra pages)
•   Schedule F: Farm Income

Download tax year 2023 Organizers

•   1040 Individual Organizer, including Self-Employed and Rentals

S-Corporations and Partnerships

•   S-Corporation Organizer
•   Partnership Organizers

Tools and Worksheets

• These excel worksheets are "Protected" to protect so the calculated cells aren't accidentally overwritten as you enter your amounts and notes. If needed, you may "Unprotect" the sheet on Excel's "Review" tab.
•   A simple Profit & Loss template for Small Businesses (Excel Download)