Oakham, MA CPA Firm Tax Organizers, Checklists & Worksheets
The following checklists, organizers and worksheets are designed to help you organize your tax documents so that I can prepare a complete and accurate income tax return for you. They are not mandatory, simply a guide to help you organize your tax information. The Long Form Tax Organizer tab (listed above) is a more complex checklist. Use whichever checklist, worksheet and organizers are suitable for your needs.