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Tax Organizers

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

Extension Requests

Filing deadlines are as follows:

  • The filing deadline for 1040, 1041 and 1120 returns is April 15, 2024.  If you are not able to file by this date you should apply for an extension of time to file your return.
  • The filing deadline for 1065 and 1120S returns is March 15, 2024.  If your not able to file by this day you should apply for an extension.

Please complete our Extension Request Form if you need us to prepare and file an extension for you.   Due to the liabilities associated with late-filed returns, we do not not take oral or email requests for extensions.  We will only process written extension requests properly submitted via our Extension Request Form.

1040 Individual Returns

What to Bring
It can be helpful to visit the " What to Bring" page of our website first, then, you can begin to prepare for you interview 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

Special Situation

Organizer to complete

Individual 1040 return Individual 1040
You sold your home Sale of Home
If you purchased a new home or refinanced an existing mortgage, you should bring a copy of your HUD or settlement closing statement to your tax interview. Home Buyer
You sold stocks, ESPP/RSU/ISO shares Stock Sale
You lived or worked in a foreign country, or you have foreign income or foreign investments, including foreign pension accounts, bank accounts or brokerage accounts Foreign Income or Assets
You had income or expenses from renting a house/condo or vacation rental Rental Property
You have income reported on Form 1099-Miscellaneous, you are self employed or you had farm income. Self-Employment (Schedule C or F)

 

Business and Entity Return Information

For business returns we ask that you review and complete the appropriate tax organizer for your business type. If you don't understand, or are not able to fully complete the tax organizer, don't worry.  Just put together as much of the information you can and we'll help you do the rest.

We provide Payroll and Bookkeeping services for businesses that need assistance with administering payroll, issuing 1099 documents and compiling Business Profit & Loss and Balance Sheet records.  Visit our Payroll & Bookkeeping pages to learn more about these services.

 

Business Tax Structure

Organizer to complete

Sole Proprietor/Single-Owner LLC Self-Employment (Schedule C or F)
Partnership/Multi-Owner LLC Partnership/LL 1065
S Corporation S Corporation - 1120 S
C Corporation C Corporation 1120
Estate or Trust - Fiduciary Return Fiduciary 1041
Non-Profit Organization Tax Exempt 990
Payroll W-2, 940, 941  Payroll Services Questionnaire
Payroll or Bookkeeping Services Payroll or Bookkeeping Services Engagement Letter and Retainer Agreement