Back to top

Tax Organizers

Download tax organizer forms, questionnaire, cover letter and engagement letter.


2021 Client Tax Organizer


A blank Tax Organizer is available at the link above. Our current clients receive an organizer from us at the beginning of each January with preprinted information on it from the prior year tax return as a reference tool.

The second link is to our annual engagement letter for our 1040 clients. Our actual engagement letter may include some minor modifications each year, including the current year. The engagement letter is followed by our Organizer Cover Letter and our Questionnaire that we ask our clients to fill out each year.

There is a more condensed Tax Organizer available at the IRS Forms tab under Tax Tools if desired.