ORGANIZERS

Please use the following organizer(s) when submitting documents online, mailing them in, or dropping off your tax documents. If you’re a new client, please include your last tax return for reference.

Engagement Letter for All Clients

General Oranizer for All Clients

Business Income/Expense Organizer – Use this form if you have business income.

Rental Property Organizer – Use this form if you have rental income.

Farm Expenses Organizer – Use this form if you have farm income.