Skip to main content

Tax Organizers

To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information.

Begin by downloading and completing the Individual 1040 Organizer.

Most people will only need to complete the Individual 1040 Organizer. However, if your tax situation is more complex, you may need to complete additional organizers to provide more information about your tax situation. There is no need to complete organizers that do not apply to you.



Which Organizers Do I Need?


Organizers for Individuals:

Individual 1040

Employee Business Expense Organizer (pdf)

New Home Buyer

Stock Sale

Sale of Home

Self Employed or Independent Contractor

Rental Property


Organizers for Business, Estates, Trusts and Non-Profit Organizations

Self Employed Individuals and Single-member LLCs

Partnerships & Multi-member LLCs



Trusts & Estates

Non-Profit Organizations