Forms & Information
Submitting Your Forms
Our Annual Client Organizers and Worksheets provide a client-friendly way for you to supply the required information needed to prepare your tax return.
Digital versions of these forms can be found as ORGANIZERS in your Client Portal.
- Organizers MUST be complete, signed, and submitted annually/per tax return.
- Reuse of any prior-year forms will NOT be used.
- Submission of self-made spreadsheets or personal created forms are no longer permitted.
Annual Client Forms
2023 – Prior Tax Year Client Annual Organizers
(1040 Tax Returns)
(1120, 1120S, & 1065 Tax Returns)
(990 Tax Returns)
(1041 Tax Returns)
2023 – Prior Tax Year Client Annual Worksheets
Earlier years available upon request.