Tax Organizers

Welcome to the “Tax Organizer” Resource

URGENT NOTICE:

The tax organizer is how we gather vital information to prepare an accurate tax return. They can look overwhelming, so please watch the video guide below for the needed associated organizer.

The video guide will help you complete the organizer faster and be more efficient with your time.

Thank you, and make today a fantastic day!
Stop-Organizers-Make-Taxes-Fair
Individual-Organizer

Individual Organizer 

(ALL CLIENTS MUST COMPLETE THIS)
The video guide is broken down into 2 parts.

  • Part 1 is just the personal organizer overview.
  • Part 2 is the Schedule C and Rental property overview

Skip Part 2 if you do not have a Schedule C/Sole Proprietor business and/or do not have any rental properties

Click To Download: 2023 Personal Organizer with Sch C & Rental

Video 1: Personal Organizer (no info on Schedule C & Rental) Video Guide

Video 2: Personal Organizer (SCH C & RENTAL GUIDE) Video Guide

LLC-Organizer

LLC Organizer

(NOT Taxed As An S-Corp) Organizer

Use this organizer if you have an LLC that has NOT made the S-election

Click To Download: 2023 LLC (NOT S-CORP) Organizer

📺 LLC Organizer Video Guide

S-Corp-Organizer

S-Corp Organizer

(please complete 1 organizer per S-Corp that you have)

Use this organizer if you have a C-Corp or an LLC that has made the S-Election and is being taxed as an S-Corporation

Click To Download: 2023 S-Corp Organizer

📺 S-Corp Organizer Video Guide

C-Corp-Organizer

C-Corp Organizer

Use this organizer if you have a C-Corporation that has NOT made the S-election and will NOT make the S-election

Click To Download: 2023 C-Corp Organizer

📺 C-Corp Organizer Video Guide

 

Partner-Oeganizer

Partnership Organizer

(NOT LLC)

Use this organizer if you have a partnership that is NOT an LLC

Click To Download: 2023 Partnership (NOT LLC) Organizer

📺 Partnership Organizer Video Guide