Tax Organizer

The Tax Organizer Form is a simple form that is easy to fill out and will provide all of the necessary information to prepare your taxes.

Tax Organizer Form Fillable (pdf)

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Itemizing Checklist

Since 2018, most people do not itemize their taxes. If you are able to itemize, download the checklist to give you an idea of all the expenses you can claim.

Itemized_Deductions_Checklist (pdf)

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Business Checklist

Need help figuring out what you can claim for business taxes? Download the Business Checklist for deductible expenses and how you can organize your write-offs.

Sch C Worksheet (PDF)

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3rd stimulus payments

Where can I find my payment amount?

* The IRS mailed 'NOTICE NUMBER 1444-C'. This document reports the amount you received.

* You will need this for your taxes.

* Starting in late January, 2022, the IRS will mail Letter 6475 confirming the amount you received.

* You can also check your account information at IRS.gov/Account to view your stimulus payment amount.

IRS.gov/Account

Advance Child tax credit

How much did you receive in 2021?

* You might have received Letter 6419 from the IRS if you received advance payments.

* You will need this for your taxes this year.

* You can confirm your info on the IRS portal or call 800-908-4184

IRS Child Tax Credit Portal