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Tax Organizers

We make it simple to file your taxes. Download Rose Tax & Financial's tax organizers and other forms here for free.
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New Clients: Fill out the New Client Form disregarding any worksheets that don't apply to you. Please read below for extra forms you may need.

Current Clients: Fill out the Recurring Client Form disregarding any worksheets that don't apply to you and read below for any extra forms you may need.

If you have dependents and need help filling out the worksheet watch this video to walk you through it.

If you have a parent or non-child that is your dependent add this worksheet to your packet.

If you live in one of these states (AL, AR, CA, HI, MN, MS & NY) and you (or your spouse) have expenses related to a W2 job please fill out this form to see if you have enough to use these itemized deductions on your state tax return.

If you're self-employed watch a video here that will walk you through filling out this worksheet. Also read our self-employment tips at the bottom of this page.

If you're living abroad please add this worksheet to your packet and this FBAR form if you have over $10,000 in a foreign bank.

If you have a corporation that files a separate tax return fill out this S-Corp Form.

If you have a partnership that files a separate tax return fill out this Partnership Form.

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Rose Tax & Financial

8 Pinon Ave
Cedar Crest, New Mexico 87008
Mon - Fri: 10:00am to 6:00pm
Sat: 10:00am to 2:00pm

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Avantax affiliated Financial Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. 972-870-6000.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management® does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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