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Organizers

We offer the following tax organizers to assist you in gathering the necessary information for the preparation of your tax return. Please bring your completed organizer(s) and signed engagement letter(s) to your tax interview or when you drop off information at our office.

You do not have to login to print the organizers.

 

2020 Individual Organizer

 

Small Business Organizer (Sch C)

 

Rent and Royalty Organizer (Sch E)

 

Farm and Ranch Organizer (Sch F)

 

Business Engagement Letter—for Corporations, Partnerships, multi-member LLCs, and Trusts.
 

Thank you for visiting our website where you can access and print out the tax organizers and engagement letters. Please click here to read our year-end newsletter. Standard mileage rate is 57.5¢ per mile for business use in 2020 and 56¢ per mile in 2021, 17¢ per mile for medical in 2020 and 16¢ per mile in 2021, and 14¢ per mile for miles driven for charitable organizations remains the same for 2020 & 2021.