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 are not permitted.
Submission of self-made spreadsheets or personal created forms are no longer permitted.

Annual Client Forms

2024 - Current Tax Year Client Annual Organizers

Personal & Self Employed Tax Organizer - 2024 Current Tax Year (1040 Tax Returns)
Corporate & Partnership Tax Organizer - 2024 Current Tax Year (1120, 1120S, & 1065 Tax Returns)
Not-For-Profit Tax Organizer - 2024 Current Tax Year (990 Tax Returns)
Trust & Estate Tax Organizer - 2024 Current Tax Year (1041 Tax Returns)

2024 - Current Tax Year Client Annual Worksheets

2023 - Prior Tax Year Client Annual Organizers

Personal & Self Employed Tax Organizer - 2023 Prior Tax Year (1040 Tax Returns)
Corporate & Partnership Tax Organizer - 2023 Prior Tax Year (1120, 1120S, & 1065 Tax Returns)
Not-For-Profit Tax Organizer - 2023 Prior Tax Year (990 Tax Returns)
Trust & Estate Tax Organizer - 2023 Current Tax Year (1041 Tax Returns)
Earlier years available upon request.

2023 - Prior Tax Year Client Annual Worksheets

Business Worksheet - 2023 Prior Tax Year
Landlord Long-Term Rental Worksheet - 2023 Prior Tax Year
Air BnB Short-Term Rental Worksheet - 2023 Prior Tax Year
Farm Worksheet - 2023 Prior Tax Year
Earlier years available upon request.

Additional Forms and Information

1099 Preparation Form - Tax Year 2024 Current Tax Year

Annual Client Estimated Tax Payment Tracking

Client Consulting Forms

General Questions and Tips

Unsure which forms to complete? Contact Us for guidance.

2023 Farm & Vehicle Worksheet.pdf