2024 Tax Organizers

Individual 1040 Tax Organizer

An Individual 1040 Tax Organizer questionnaire was emailed to all clients at the beginning of the tax season. Please let us know if you need us to resend that organizer to you.


Beneficial Ownership Information Organizer

For gathering information required for the filing of the new Beneficial Ownership Information report required by FINCEN. After initial filing, updates are only required when any addresses for the owners or the business changes, or if there are any ownership changes. 

Corporate Accountable Plan

Documentation for business owners, who have an employee reimbursement plan for business expenses and use of a home office.

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