The organizer is designed to assist clients put together the information and records required for the preparation of a complete and accurate return.
The Tax Organizer PDF file should be printed, completed, and submitted to us along with all relevant documents (including the originals or legible copies of all information returns, such as W-2s and Forms 1099 and 1098, received from payers or recipients).
2019 Personal Tax Organizer.pdf PLEASE NOTE: This file will not open unless you have a PDF reader on your system. PDF (portable document format) was developed by Adobe, and is the world standard for document exchange via the internet. You can read an overview of PDFs HERE. To download and install the FREE Adobe PDF reader on your system go HERE.