Tax Organizers

Our tax organizers serve as checklists for important elements of your return.

Some recent tax law changes related to health insurance coverage and small business depreciation could result in larger than expected tax liabilities or tax savings opportunities. Data provided in the organizer and in other tax related documents you receive will allow us to assess opportunities and strategies for saving tax dollars in the current and future years.

2020 Tax Organizer

2020 Small Business Worksheet

2020 Real Estate Agent Worksheet

2020 Rental Property Worksheet

The following documents are only applicable to residents of AL, AR, CA, HI, IA, MN, NY, and PA:

2020 Pilot Professional Worksheet

2020 Flight Attendant Professional Worksheet