Personal & Business Tax Organizers

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2016 Personal Tax Organizer

2015 Personal Tax Organizer

2014 Personal Tax Organizer

2013 Personal Tax Organizer

2012 Personal Tax Organizer

2011 Personal Tax Organizer

2010 Personal Tax Organizer

2009 Personal Tax Organizer

Partnership & Corporation Business Tax Organizer

Please complete our current comprehensive tax organizer above before setting an appointment. It will greatly assist you in organizing your tax records and provide us valuable information in completing your return. Also include a copy of your most recently completed tax return if you are a new client.

Please save file and reopen in adobe acrobat. If you open in html the fill in forms will not save, and you will lose all information entered.

In the event you use one of our industry specific business tax organizers you may skip the section for self employed business owners.