Tax Organizer
Required Worksheets
- Client Questionnaire (PDF)
Optional Worksheets
- Organizer (PDF)
- Schedule C (Business Income & Expenses) (PDF)
- Schedule E (Rental Property) (PDF)
- Education Expenses (PDF)
- Schedule A (Itemized Deductions) (PDF)
- Home Office (PDF)
- Child and Dependent Care Expenses (PDF)