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 applies to your tax situation, or you are not sure, contact us.
To access a blank organizer or selected pages, click on the pdf links below.
For 2017 Individual Tax Returns: