Tax organizer

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Please Note: This organizer is intended for many different taxpayer situations. You are not expected to complete every page—only the sections that apply to you. If you're unsure, leave the question blank and we'll review it together during your appointment.

• Download PDF.
• Complete this form on your computer.
• Save the PDF.
• Upload to the portal, or print  and include with your application documents.

       Engagement Agreement 

Additional documents to help with your tax preparation. 

      Gather Your Documents

                 HOH/Dependent Support          

 Do I qualify?

Non-Cash Donations 

What is the value of my donations? Please include purchase value or gift value.