Multi-Year Organizer

The information you provide in the organizer will help us approach your taxes as effectively as possible and allow us to identify any additional documents you may need to provide prior to the filing. The form is secure and your information entered will stay safe.

The documents requested on the form can also be uploaded directly to your client portal at a later time.

The goal of this organizer is to get as much information ahead of time so that we can get the data entry out of the way prior to your meeting with our CPA.

Please contact our office if you have any questions.

    PRIMARY TAXPAYER ON RETURN
    Date of Birth PRIMARY TAXPAYER ON RETURN
    Check all that apply
    Click or drag a file to this area to upload.
    Please Provide a copy of your most recent completed tax return.

    Dependents

    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Click or drag a file to this area to upload.
    Upload W-2s 2021 W-2s
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.

    Real Estate Sold in 2021

    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Go Green Tax will also provide payment vouchers and instructions for manual payments when final copies of tax return is provided.
    Check all that apply

    IRA Contributions

    Expenses

    Interest Paid

    Charitable Contributions

    Item Donations for 2021 - Goodwill, Salvation Army, etc.