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    • 2022 Tax Organizers
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  • Home
    • About Us
    • Contact Us
    • Testimonials
    • Career Opportunities
  • Client Tools
    • Submit Your Taxes
    • Upload Portal
    • Where's My Refund
    • Schedule an Appointment >
      • Chris
      • Tracey
    • Payments
    • Extension Payments
    • BOI
  • SERVICES
    • IRS Problems? >
      • Taxpayer Bill of Rights
    • Business Formation
  • Pricing
    • Tax Preparation
    • Bookkeeping & Accounting Pricing
    • Representation Pricing
  • Tax Organizers
    • 2024 Tax Organizers
    • 2023 Tax Organizers
    • 2022 Tax Organizers
  • Resources
    • Blog
    • Media
    • Downloadable Resources
  • Data Privacy Policy

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.

Individual Tax Organizer

2022_individual_taxpayer_organizer_pta.pdf
File Size: 270 kb
File Type: pdf
Download File

Individual Organizer including Rental Property

2022_individual_taxpayer_organizer_-_rental_pta.pdf
File Size: 294 kb
File Type: pdf
Download File

Individual Organizer including Sole Proprietorship

2022_individual_taxpayer_organizer_-_sole_proprietorship_pta.pdf
File Size: 382 kb
File Type: pdf
Download File

LLC Organizer

2022_llc_tax_organizer.pdf
File Size: 164 kb
File Type: pdf
Download File

Partnership Organizer

2022_partnership_tax_organizer.pdf
File Size: 184 kb
File Type: pdf
Download File

S Corporation Organizer

2022_s_corporation_tax_organizer.pdf
File Size: 180 kb
File Type: pdf
Download File

C Corporation Organizer

2022_c_corporation_tax_organizer.pdf
File Size: 210 kb
File Type: pdf
Download File

Estate Inventory Worksheet

estate_inventory_worksheet.pdf
File Size: 72 kb
File Type: pdf
Download File

Fair Market Value Guide

charitable_donations_valuation_guide.pdf
File Size: 145 kb
File Type: pdf
Download File

Office Location                                                                                                                             Financial Links

Buford:
​
​4315 S Lee Street
Suite 400
​Buford, GA 30518
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