By utilizing our organizers, you can optimize your workflow and save valuable time that would otherwise be spent on tedious searching and organizing tasks. Whether it's managing receipts, invoices, contracts, or personal files, our organizers offer a user-friendly interface that simplifies the process.

  • CLIENT ORGANIZER

    Please fill out the client organizer and submit with your tax documents. If you are coming in to drop off documents, please view the "What to Bring Checklist" for items that you may need for your tax preparation. ​

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  • BUSINESS ORGANZIER

    Our Business Organizers will help us gather and update information about your small business. Please fill out the organizer and include it with your documents.

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  • SELF- EMPLOYED PROFIT & LOSS STATEMENT

    For taxpayers that receive Form 1099-Misc. income or have a sole proprietorship, please complete the fill-able attached Profit and Loss Statement.

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  • RENTAL INCOME

    If you rent a residential and or a commercial property, please fill out the Rental Worksheet provided here.

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  • FOREIN INCOME ORGANIZER

    For taxpayers that have lived abroad and earned foreign income please fill out the organizer below.

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  • FOREGIN BANKING ORGANZIER

    For clients with foreign bank accounts and assets with total value of $10,000 or more during the year

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  • 1099 ORGANIZER

    If you pay an individual more than $600 for the year please fill out the 1099 Organizer provided below.

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  • CANELLATION OF DEBT

    DIf you are liable for canceled debt and receive a 1099-C, please view our Cancellation of Debt page for more information and Insolvency Worksheet.

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  • SALE OF PROPERTY

    If you sold a primary residence, investment property (residential or commercial), please fill out the Sale of Property Worksheet provided here

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  • The only thing that hurts more than paying an income tax is not having to pay an income tax.

    Thomas Dewar

  • Today, it takes more brains and effort to make out the income- tax form than it does to make the income.

    Alfred E. Neuman

  • A person doesnt know how much he has to be thankful for until he has to pay taxes on it.

    Ann Landers

  • You don't pay taxes -they take taxes.

    Chris Rock

  • The difference between tax avoidance and tax evasion is the thickness of a prison wall.

    Denis Healey

  • A tax is a fine for doing well, a fine is a tax for doing wrong..

    Mark Twain

  • The avoidance of taxes is the only intellectual pursuit that still carries any reward.

    John Maynard Keynes