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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.

 

2018 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.

 

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. Standard mileage rates for 2019 will be 58¢ per mile for business use, 20¢ per mile for medical and 14¢ per mile for miles driven for charitable organizations.