Tax Organizers for Individuals

The following tax organizers are provided for Individuals to begin their tax preparation process. There are three organizers in this area and each has a link to the name:

1. Individual Organizer - for all individuals and families.

2. Individual Organizer with Rental Property . This should be used for individuals or families that have rental property (s) that are listed on their personal returns (Schedule E).

3. Individual Organizer with a Sole Proprietorship. This should be used if you, or your spouse has a business, or you performed services as a contractor and you need to report your 1099-Misc income. If your business is organized as an LLC, please download the LLC Tax Organizer under the business tab and complete it as well.

Please have the appropriate organizer completed prior to the appointment with the tax preparer.