How we make taxes fair from the very first form

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
Start-Here

Individual Organizer 

(ALL CLIENTS MUST COMPLETE THIS)

Watch this video to help streamline your completion of this year's form.

Click To Download: 2025 Personal Organizer with Sch C & Rental

LLC-Red

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: 2025 LLC (NOT S-CORP) Organizer

 

SCORP-Red

S-Corp Organizer

(Please complete one 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: 2025 S-Corp Organizer

CCORP-Red

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: 2024 C-Corp Organizer

Partner-Oeganizer-Red

Partnership Organizer

(NOT LLC)

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

Click To Download: 2025 Partnership (NOT LLC) Organizer

Ready to share your files? Head here.