Resources & Tax Planning Tools
(Click on the organizer that you would like to download.)

Schedule A Organizer
(Itemized Deductions)

Schedule C Organizer
(Profit or Loss From a Business)

Schedule E Organizer
(Profit or Loss From a Rental)

Car/Truck Expenses Organizer

Office In Home Organizer

Non-Cash Donation Organizer

Education Credits Organizer

TY2025 New Client Welcome Letter

TY2025 New Client Checklist

TY2025 New Client Interview Sheet

TY2025 New Business Interview Sheet

TY2025 Yellow Organizer (MDI)