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Please see the following links for the Tax Organizers for 2021. It is requested that you fill out and sign the appropriate organizer(s).

pdf 2021 Individual Taxpayer Organizer (266 KB)
pdf 2021 Individual Taxpayer Organizer - Rental Property (305 KB)
pdf 2021 Individual Taxpayer Organizer - Sole Proprietorship (388 KB)
pdf 2021 Partnership Tax Organizer (213 KB)
pdf 2021 S Corporation Tax Organizer (193 KB)
pdf 2021 LLC Tax Organizer (166 KB)

If you are a new Tax client we will need a copy of your previous year return; if you are a new Bookkeeping client please provide us with as much information as you can.

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