2022 Tax Year Organizers
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) 707-8044.
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) 707-8044.
Individual Tax Organizer
| 2022_individual_taxpayer_organizer_pta.pdf |
Individual Organizer including Rental Property
| 2022_individual_taxpayer_organizer_-_rental_pta.pdf |
Individual Organizer including Sole Proprietorship
| 2022_individual_taxpayer_organizer_-_sole_proprietorship_pta.pdf |
LLC Organizer
| 2022_llc_tax_organizer.pdf |
Partnership Organizer
| 2022_partnership_tax_organizer.pdf |
S Corporation Organizer
| 2022_s_corporation_tax_organizer.pdf |
C Corporation Organizer
| 2022_c_corporation_tax_organizer.pdf |
Estate Inventory Worksheet
| estate_inventory_worksheet.pdf |
Fair Market Value Guide
| charitable_donations_valuation_guide.pdf |