The 2020 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 2020 Individual Tax Returns:

2020 Organizer

2020 Organizer - Schedule C Business and Home Office

2020 Organizer - Rental Properties

2020 Organizer - Child and Dependent Care Expenses

2020 Organizer - Sale of Home

2020 Organizer - NYS Forms

2020 Organizer -Foreign Asset Disclosure

2020 Organizer - Gifts Made Outright to an Individual

Other forms available upon request

Other Forms

Consent to Disclosure of Information

Power of Attorney - IRS

Power of Attorney - CT

Form W-9