Tax Organizer Downloads
Ready to get started?
Download the S Corp or the Partnership/C Corp Tax Organizer package if you would like us to prepare your Business tax return, and / or download our Individual Tax Organizer package if you would like us to prepare your Individual income tax return.
If this is your first time** uploading documents to us:
- Download the appropriate Organizer to the left.
- Fill in the required information.
- Collect all necessary documentation.
- Scan all documents into one PDF.
- Notify us that you are ready to upload your documents.
- We will provide login information for you to log in to the Client Portal.
- Once we provide that login information, you can click the button below.
**If you are an existing client with a ShareFile account, please login to your Client Portal and upload documents there.