Tax Organizers

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Below is the 2019 tax organizer to help you gather the necessary information to prepare your personal tax return. In addition to the tax organizer, the PDF file also contains the 2019 engagement letter. Please sign and return it with your completed tax organizer.

The filing deadline for personal tax returns is April 15, 2020. In order to meet this filing deadline, the information needed to complete the returns should be received no later than March 18, 2020.

2019 Tax Organizer & Supplemental Materials
Click Here to Download the Questionnaire (Minimum required to fill out)
Click Here to Download the Full 2019 Tax Organizer
Click Here to Download the Condensed 2019 Tax Organizer

Click Here to Download Rental – Schedule E Section
Click Here to Download Farm – Schedule F Section
Click Here to Download Business – Schedule C Section

Previous Year Tax Organizers
Click Here to Download 2018 Tax Organizer
Click Here to Download 2017 Tax Organizer (General)
Click Here to Download 2017 Tax Organizer (In-Depth): Business Owners, Have Rental Properties, etc.

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