Tax Organizers

This year we are rolling out our new ACT Client Portal and providing you the opportunity to receive your customized tax organizers electronically via this portal. Our Tax Data Organizer is designed to help you in gathering your tax documents and key information needed in order to prepare your tax returns accurately and completely. Please take some time to review the questions and documents requested when gathering your tax data for us. As always, contact us if you have any questions. We encourage you to contact us for a secure link to upload your documents or an invitation to our portal.

The organizer files below have been customized for a standard tax client as well as other frequently requested pages.

Additional forms are available as designated in the Topic Index. If one of these other areas apply to your tax situation, or you are not sure, contact us.

To access a blank organizer or selected pages, click on the links below.

2023 Tax Organizers

2023 Engagement Letter

2023 Organizer Summary Instruction Guide

2023 Organizer General Pages

2023 Organizer Schedule C Business and Home Office

2023 Organizer Rental Property

2023 Organizer Foreign Asset Disclosure

2023 Organizer Gifts made to an Individual

2023 Organizer for States

Other forms available upon request

For 2022 Individual Tax Returns Organizers:

2022 Organizer Summary Instruction Guide

2022 Organizer

2022 Organizer Schedule C Business and Home Office

2022 Organizer Rental Property

2022 Organizer Child-Dependent Care and Education Credits

2022 Organizer Foreign Asset Disclosure

2022 Organizer Gifts made to an Individual

2022 Organizer New York State

Other forms available upon request

Miscellaneous Forms

2023 Privacy Policy

Power of Attorney - IRS

Power of Attorney - CT

Form W-9

This site is not intended to provide tax advice, all information is referenced broadly and not to a specific situation, tax and accounting consequences will vary greatly with each set of facts and circumstances. The information on this site does not create a client relationship. If you have specific questions feel free to contact our office to set up an appointment.