💩Old Organizers
As mentioned, we highly recommend using our new quick and easy fillable organizer(s) located on the Current Clients page. But if you’d prefer to use the old, non-fillable organizer, the links are below.
Personal
+Links to Old Personal Organizer and Additional Worksheets as needed
+Steps to Follow For Old Organizer
Please fill out all the appropriate pages of the personal tax organizer. It is NOT fillable. You must download, print and manually fill it out. Pages 1-3 are required each tax year. Please DO NOT write “Same as Last Year” on your form for anything except personal information (DOB, SSN, etc).
If you have more than one Auto, Rental Property, Home Office or Small Business, then please fill out additional worksheet
*If you use Accounting Software or a Spreadsheet that tracks Income and Expenses, those can be used in lieu of those specific pages in the tax organizer. You still have to fill out the general information on Pages 1-3.
Partnership
+Links to OLD Partnership Organizer and Additional Worksheets as needed
Fill out the Partnership tax organizer in full. For Partnership owners that want to claim Unreimbursed Partnership Expenses, those will be claimed on your Personal Tax Organizers.
- 💩 Self-Employment (for additional out-of-pocket expenses)
S-Corporation
+Links to OLD S-Corporation Organizer and Additional Worksheets as needed
Fill out the S-Corporation tax organizer in full. For S-Corporation owners that want to be reimbursed for Miles or Business Use of Home, please fill out the additional worksheets below. If you need to share details about buying or selling your Equipment, please use the equipment worksheet below.
- 💩 Self-Employment (for additional out-of-pocket expenses)