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Tax Organizer

Use a tax organizer to gather necessary information for tax preparation. It is a fillable PDF, so you can enter data into the form directly. You may also use it as a guide. Please be in touch with any questions or special circumstances.

Pick from the following which you’d like to download

Tax Organizer 2019 includes small business income and expenses

Google Sheets Organizer (Make a copy, edit with your information and share with me)

Rental Income and Expenses 2019

Daycare Organizer 2019

Look forward to working with you in 2020!