ORGANIZERS

Please fill out the client organizer and submit it with your tax documents.  If you are coming in for an appointment  please also consult, the “What to Bring Checklist” for items that you may need for your tax preparation.

For taxpayers that receive 1099-Misc. income or have a sole proprietorship, please refer to our Manual Profit and Loss Statement provided here.

If you sold a primary residence, investment property (residential or commercial), please fill out the Sale of Property Worksheet provided here.

f you rent a residential and or a commercial property, please fill out the Rental Worksheet provided here.

For taxpayers that have lived abroad and earned foreign income please fill out the organizer below.

This client organizer is for new and existing clients needing to file returns for tax year 2017 and prior.  Due to the tax reform some expenses are no longer allowed.

If you pay and individual more than $600 for the year please fill out the 1099 Organizer provided below.

If you are liable for canceled debt and receive a 1099-C, please view our Cancellation of Debt page under the resource tab for more information and Insolvency Worksheet.

If you sold a primary residence, investment property (residential or commercial), please fill out the Sale of Property Worksheet provided here