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    • Home
    • Portal
    • Tax Preparation
    • Documents and Information
    • Quickbooks
    • Small Business Start Up
    • Due Dates
    • Resource
    • About
    • Contact Us
    • Appointment
    • Downloads

  • Home
  • Portal
  • Tax Preparation
  • Documents and Information
  • Quickbooks
  • Small Business Start Up
  • Due Dates
  • Resource
  • About
  • Contact Us
  • Appointment
  • Downloads

Downloads

Click the download button to access a blank, generic organizer.  You will not need all the pages.  No need to fill in information for which you are providing a document (W-2, 1099, charitable contribution letter, etc.)  Request a personalized organizer based on last year's tax return here.

2024 Tax Organizer PDF Fillable (pdf)

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2024 Tax Organizer to print (pdf)

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