Please select the Organizer that applies to you. For example, if you run a small business out of your home, select "Individual & Sole Proprietorship Organizer". Once you fill this out, save as a PDF to your desktop and upload to our portal here.
If you have filed with us in a prior year, you only need to focus on new information. For example, we don't need your address as long as it has not changed. We only need you to put your SSN and name on the top so we can associate the document to your file in our system.
Individual & Rental Organizer
Individual & Sole Proprietorship Organizer
S Corporation Organizer
C Corporation Organizer
Regional & Financial Checklist
Welcome Packet & Maps