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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.

2023 Tax Organizer

2023 Small Business Worksheet

2023 Real Estate Agent Worksheet

2023 Rental Property Worksheet

The following documents are only applicable to pilots and flight attendants that are residents of AL, AR, CA, HI, IA, MN, and NY:

2023 Pilot Professional Worksheet

2023 Flight Attendant Professional Worksheet

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