2024 Tax Organizer email Links will be sent out by February 3rd 2025.

Tax Organizers

All Individual Taxpayers

Tax Preparation Checklist

The Tax Preparation Checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return.

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Self-Employed / Small Business Owners / Independent Contractors

Please provide a separate Business Organizer for each individual activity (for example, if husband is a self-employed realtor and spouse had a single member LLC eBay sales business).

Business Organizer

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Rental Property Owners

Provide a separate organizer for each rental property.

Rental Property Tax Organizer

Download

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Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.