The 2022 Tax Organizers are here!

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. And, as always, contact us if you have any questions.


The organizer files 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.

For 2022 Individual Tax Returns:

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

For 2021 Individual Tax Returns:

2021 Organizer

2021_Organizer Quick Instruction Guide

2021 Organizer Schedule C Business and Home Office

2021 Organizer Rental Property

2021 Organizer Child Care and Education Credits

2021 Organizer Sale of Home

2021 Organizer New York State

2021 Organizer Foreign Asset Disclosure

2021 Organizer Gifts made to an Individual

Other forms available upon request

Miscellaneous Forms

Consent to Disclosure of Information


Power of Attorney - IRS

Power of Attorney - CT

Form W-9