Tax Organizers

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Below is the 2018 tax organizer to help you gather the necessary information to prepare your personal tax return. In addition to the tax organizer, the 2018 engagement letter in enclosed. Please sign and return it with your completed tax organizer.

The filing deadline for personal tax returns is April 15, 2019. In order to meet this filing deadline, the information needed to complete the returns should be received no later than March 18, 2019.

Click Here to Download 2018 Tax Organizer

Previous Year Tax Organizers

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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