Information Center
2020 Tax Organizer for Individuals
This organizer is suitable for clients filing form 1040.
2020 S Corp Tax Organizer
This organizer is suitable for clients filing IRS form 1120-S.
2020 Partnership Organizer
This organizer is suitable for clients filing IRS form 1065.
2020 Non-profit Tax Organizer
This organizer is suitable for clients filing IRS form 990.
Tax Organizer for sole proprietors/schedule C
This tax organizer is suitable for small business clients/sole proprietors. If you maintain your organization’s books using a bookkeeping system such as QuickBooks, Quicken or Excel, you can provide us with a profit and loss statement instead of filling out the organizer. Please remember to also fill out the tax organizer for individuals.
Client Portal
Use this link to upload your documents to the secure client portal.