Tax Organizers

Tax Organizer Forms and Worksheets:

New Clients: Fill out the New Client Form below plus any worksheets that apply to you.

Current Clients: Fill out the Recurring Client Form below plus any worksheets that apply to you.

New Client Tax Form (2 page)

Recurring Client Form (2 page)

Self-employed and 1099 Worksheet

(If you get paid by W2 but have expenses that are not reimbursed use the self employed form to list expenses)

Rental Income and Expense Worksheet

Living Abroad Tax Form

FBAR form if you have over $10,000 in a foreign bank

Getting your taxes done by a professional has never been so easy!

Getting your taxes done by a professional has never been so easy!

The below worksheets are just for ideas (Do not send them in). Use the Self-Employed form (even if you get a W2 but just have unreimbursed expenses)

Real Estate agent tax worksheet

Educators tax worksheet

Actors tax worksheet