The Tax Organizer is a guided worksheet designed to help you gather all the information needed for your individual tax return. It walks you through common income sources, deductions, credits, life changes, and key filing details that may impact your taxes.

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By completing the Tax Organizer, you help ensure nothing is missed and allow our team to prepare your return accurately, efficiently, and with fewer follow-up questions.

Filling out the Tax Organizer helps us prepare your tax return accurately, efficiently, and on time. When completed in full, it:

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• Identifies deductions or credits that may lower your tax liability or increase your refund

• Ensures your return meets IRS reporting requirements

• Reduces follow-up questions and unnecessary delays

• Helps us keep your return moving during the busiest part of tax season​

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Even if your tax situation feels the same as last year, we still ask that you review and complete the organizer—tax laws change, and life events can have a bigger impact than expected.

Getting started is easy. You can choose the option that works best for you:

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• Complete the digital Tax Organizer online for a fast, paper-free experience

• Download the PDF version if you prefer to fill it out offline​

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Both options provide the same information and help us prepare your tax return accurately and efficiently.