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    • HOME PAGE
    • ORGANIZERS
    • FEE SUMMARY
    • OTHER ITEMS
      • NEW TAX LAWS FOR 2025
  • HOME PAGE
  • ORGANIZERS
  • FEE SUMMARY
  • OTHER ITEMS
    • NEW TAX LAWS FOR 2025

downloadable ORGANIZERS FOR PERSONAL AND BUSINESS INFO

PERSONAL INFORMATION ORGANIZER

PERSONAL INFORMATION ORGANIZER

PERSONAL INFORMATION ORGANIZER

This organizer is for new customers, change of information for previous customers, or adding new family members.


Also used to write down information for itemizing.

RENTAL ORGANIZER

PERSONAL INFORMATION ORGANIZER

PERSONAL INFORMATION ORGANIZER

If you have rental properties, you need one organizer for each property. Please fill out to the best of your knowledge.

SMALL BUSINESS ORGANIZER

PERSONAL INFORMATION ORGANIZER

SMALL BUSINESS ORGANIZER

If you are a sole proprietor (own you own small business) use this form. Please let me know if you have question. Please don't guess on mileage, you should have some kind of log from the year.

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File coming soon.

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