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Tax Organizers

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Our tax organizers help us to ensure that you don't miss any important deductions! Click the links below to download. Return the completed forms to our office as soon as possible to ensure timely delivery of your tax returns.


 Tax Organizers



Tax Questionnaires* (Documentation Guide)


*NOTE: In order to complete your tax return, ALL new and existing customers must complete the Tax Questionnaire(s).


Important Deadlines:

  • Partnership & Corporation Documentation Due: February 1, 2021
  • Individuals with Single Member LLC Documentation Due: March 1, 2021
  • Individual Documentation Due: March 25, 2021

ALL documentation needed to complete your tax return, including the Tax Questionnaire(s) must be received no later than due date(s) above in order to file a complete return by the original filing due date(s). Unless you plan to file an extension, expedited fees may apply if any documentation is received after this date.


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