*To access the organizer templates, click on the download button to view the file. Once the file appears, click on the download button that is located near the top right hand corner of the page. This will download a blank version of the file. Please fill in the applicable information and then upload it with your other tax documents.*


2018 Tax Organizer

Tax organizers are not required to be completed but they do help us prepare an accurate tax return and they help clients discover deductions they may not have considered.


Small Business Organizer

This worksheet will help Sch C businesses record and organize their income and expenses.


Rental Property Organizer

Use this worksheet to organize your rental property income, expenses and capital improvements.