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

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