Tax Organizers

Putting It All Together

Sorting Through The Files, Invoices, & Receipts

Each year gathering the required information to file your taxes seems to become more and more daunting.  To make it a little easier, we’ve compiled organizers in which to gather the pertinent data.

Depending upon your situation, for example, if you own a business, you would need to download the tax organizer for the business structure you have (LLC, Sole Proprietorship, Partnership, S Corporation, or C Corporation) AND the tax organizer for individuals.

If you are an individual (including married folks), who happen to own rental properties, you only need to download the tax organizer for Individuals with rental properties.

If you are claiming dependents, you are required to fill out the Dependent Questionnaire Form.

Please fill out all of these forms and either bring them with you to your tax appointment, or upload them to your sharefile folders.

If you need additional worksheets to help you figure out what information is necessary or applies, we have those worksheets available here.

If you need Tax Organizers from previous years, simply click on the year needed (2019 or Prior Years) to obtain the forms for those years. Should you need an organizer for any year prior to 2018, please send us an email or give us a call an we would be happy to provide you with the appropriate documents.

Contact Us!


(916) 960-9800
(916) 415-8273


Location & Hours of Operation

508 Gibson Drive, Suite 240
Roseville, CA 95678

Monday - Friday
8:00 am - 5:00 pm

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