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Tax Preparation Organizer

For your tax preparation, please click the links below to download the 2021 Tax Organizer, instructions, engagement letter, and price sheet. If you need Tax Organizers for prior years, please contact the office at 720-922-1120 or email. Please note that the Tax Organizer is in PDF format and is not interactive.

We can provide you with an interactive version of the Tax Organizer; however, we do require some information from you, in order to generate the form. If you would like an interactive version emailed to you, please contact the office at 720-922-1120 or email us. You will need Adobe Reader 10.0 or greater available here to view the PDF documents below.

Download Our Tax Organizers

Please note that as the Tax Organizer is in plain PDF format, you will need to print the organizer after completion (or print the pages as you go), and then mail or scan and email it to us.

Download the 2021 Tax Organizer
Download the 2021 Tax Organizer Instructions for Personal & Business Returns
Download the 2021 Client Engagement Letter

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