Please download the appropriate tax organizer below. If you have multiple properties, LLCs or Partnerships, you will need to use a separate organizer for each one.

Once you have your organizer completed, please upload to your portal. If you haven't been set up with a portal yet, you can use the "Guest Exchange" on the right side of that page to upload your documents. 

If you have any questions, please give us a call at (678) 804-4011.

2022 Tax Organizers (click on links below)

​Individual Tax Organizer

Individual Organizer including Rental Property

​Individual Organizer including Sole Proprietorship

LLC Organizer

​Partnership Organizer

​S Corporation Organizer

​C Corporation Organizer

Estate Inventory Worksheet

​Fair Market Value Guide