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!
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 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
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
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
Partnership Organizer
(NOT LLC)
Use this organizer if you have a partnership that is NOT an LLC
