Client Tax Organizer
Free Tax Organizers
NOTE: The fillable pdf tax organizer file that you choose should be downloaded and saved to your computer before completing. If you do not save it to your computer first, any information you enter will be lost. Additionally, you must use the “save as” function each time you open the file and add additional information (click “save as”, click “save” using the default name and click “yes” to replace the file with the existing name).
Download PDF For Individuals: Tax Organizer – Individuals
Download PDF For Businesses: Tax Organizer – Business
For our returning clients, please call or email if you would prefer for us to send you a tax organizer containing your information from last year’s return. (800) 742-0829 / firstname.lastname@example.org