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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.

 

2017 Individual Organizer

 

Individual Engagement Letter

 

Small Business Organizer (Sch C)

 

Rent and Royalty Organizer (Sch E)

 

Farm and Ranch Organizer (Sch F)

 

Business Engagement Letter

 

The engagement letter for a business includes S Corporations, C Corporations, Partnerships, multi-member LLCs and Trusts. The engagement letter must be signed by a shareholder, partner or member. We must have a signed copy of the engagement letter before we can start preparing the tax return. Click link for the Business Engagement Letter.

 

If you prefer to have a tax organizer mailed to you please call our office at 342-8681 or email Donna@whbcpa.com.

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.