Download Our Tax Organizer
- 2020 Individual Tax Organizer
The organizer is designed to assist you in gathering the information that is needed to prepare your tax returns. All clients are required to complete and submit an organizer with their tax documents to our office. This is part of our commitment to client service as the organizer helps assure that we have performed our due diligence in recognizing any and all events that may impact your tax liability.
- Direct Deposit Authorization Form
- LST Exemption Form - PA only
- Residency Certification Form - PA only
Vendor 1099 Processing
Employee Insurance Coverage Notices
- Employee Benefits Security Administration - Site Map - For employers who offer a health plan to some or all employees.
Additional Tax Forms
- Schedule C Tax Organizer
- Schedule E Tax Organizer
- Foreign Bank and Financial Accounts Reporting Organizer
- Client Documents
Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Adobe Document Cloud (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.
Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.