2022 Organizers & Client Letters

Links to our most popular organizers and client letters... all in one place for your convenience.

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As always, you can download too.  Here are the links:


2022 Organizers:

1040 Checklist (1-Page)

Tax Time Basics (2-Pages)

Income Tax Organizer Worksheet (2-Pages)

Tax Deduction Finder (4-Pages)


Client Letters:

Year End Tax Letter (4-Pages)

Tax Essentials Letter (2-Pages)

Small Business Letter (4-Pages)

Year End Corporation Letter (4-Pages)

Quarterly Letter (current issue)