In fond memory of our founder Harold "Harry" J. Swart, Jr. January 18, 1946 - March 9, 2025

Remembering Harry Swart

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.

Download

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

Download

Rental Property Owners

Provide a separate organizer for each rental property.

Rental Property Tax Organizer

Download

Thank you for the opportunity to serve you.

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