Our tax planner makes it easy for you to get everything ready and organized to begin your tax preparation. Please fill in all relevant fields and then save and email the document to us.

Click on the link(s) below to open the PDF document(s).

Tax Organizer

Profit and Loss Worksheet – PDF

Profit and Loss Worksheet – Excel Spreadsheet

Rental Property Worksheet

Once you complete the tax planner, please email it to [email protected]. If you’re an existing customer, and have a log in and password, you can use our convenient upload feature.

Click here to go to our upload page.