Worksheets
Here are some helpful worksheets to help you prepare for your visit. Please feel free to download and use these worksheets.
Client Tax Organizer A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.
The following business worksheets are downloadable as a PDF file.
If you would like an Excel version so you may edit the table and add formulas, please contact our office.
If you experience any trouble with a download, please contact our office and we’ll be happy to email the form to you.