Tax Organizer Forms
- Basic Organizer (for everyone to review and fill out)
- Stimulus and PPP payments received (for everyone)
- New Client Letter
- Employee Business Expenses
- Health Care Information
- Retirement Accounts
- Education Expenses
- Minnesota K-12 Education Expenses
- Self-Employed Business Income and Expesnes
- Rental Income and Expenses
- 1099s for Non-Employees and CRPs (file by 1/31)