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Tax Year 2023 versions of all Tax Organizer Booklets are ready for download now!

Letters with Password will all be mailed, by USPS ONLY by Jan. 16, 2024. The letters were/will be mailed to the address on your 2022 tax return. If you have moved since we prepared your 2022 tax return and have not provided us your new address, contact our office.

If you have not received your letter or booklet in the mail by January 30, 2024, please give our office a call.


DO NOT use prior years booklets for the current year as they will not be suitable. There are many differences between booklets for the past three years.

Booklet Information

Our booklets (tax organizers) are listed below. Each booklet asks all the pertinent questions that the majority of taxpayers need to answer in order for us to complete the personal and business portion of their tax return. By filling out the user-friendly organizer, it will save us time in preparing your tax return and ensure we have all the information. This saves you time and money when we prepare the tax return.

Booklet Types

We have three different booklets available. Three are for specific businesses, one is a generic booklet for businesses not listed, and the last is for taxpayers without any business. Look for the business you are associated with, then click on the year that you need. If your business is not listed, then you will need to choose the booklet titled "Regular (all other businesses)".

Purchase Information

In order to access the booklet, you will need to have a password, which we will assign to you. We will assign them to previous clients and clients who purchase the booklet for the first time. The cost of the booklet is $5.00 if you download the book from the website, or purchase it at a seminar. If the book is mailed to you, the cost is $10.00. (The $5 or $10 cost is for new clients only) If you were a prior year client, you have been sent a letter with this information, or you may contact our office at any time.

Click on the business for an appropriate year, to link to the correct organizer booklet. If you need a booklet for prior years, use the most recent year for that category.


After you download the booklet, please carefully go over and complete all pages that apply to you. If some of the pages do not apply to you, then write N/A or an "X" on the parts that do not apply. This is to ensure that you have seen all pages, and will help reduce un-necessary delays caused by missing information. We cannot be responsible for missing information.



You can mail/fax/e-mail or use the portal to upload the organizer and supporting documents to us. If you mail the booklet, please send ALL pages. If you fax or e-mail, send only the pages with information on them. Mailing address, fax number and e-mail address information is on the front page of the organizer.