PDF Tax Organizers
We send an invitation to our clients to access their online tax organizer and upload tax documents. However, we understand some clients prefer to use PDF tax organizer instead. In this page, you can download PDF tax organizer that is applicable to your situation. You can email or upload the completed organizer to us.
1
Individual
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Individual Tax Organizer - Simplified
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For taxpayer who has no self-employed income and rental property.
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Self-employed/ Sole Proprietorship/ Single Member LLC Tax Organizer
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If you use other bookkeeping software, you can also send us your Profit and Loss statement in PDF or excel instead of completing this tax organizer.
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If you use QuickBooks Online for your business's bookkeeping, you may give us access to your book instead of completing this organizer. Send QBO accountant invitation to mtamcpa@gmail.com
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Complete one organizer for each business separately if you have multiple businesses.
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For taxpayer who has rental properties.
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2
Business
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If you use other bookkeeping software, you can also send us your Profit and Loss statement in PDF or excel instead of completing this tax organizer.
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If you use QuickBooks Online for your business's bookkeeping, you may give us access to your book instead of completing this organizer. Send QBO accountant invitation to mtamcpa@gmail.com
-
Complete one organizer for each business separately if you have multiple businesses.
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