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2020 Tax Year Organizer Options; each Organizer includes a Questionnaire and Privacy Notice

This organizer is very user friendly.  If you have forms that correlate you may upload/submit source documents and do not need to fill in all details of the source documents.  Example: W2 – no need to add details just upload/submit the W2 to the portal or our office. If there are items that do not apply, go to the next section.

Returning clients - Only fill in the areas that have changed since your last tax return filing and complete the remaining organizer to the best of your ability.

New clients - Please complete the entire organizer to the best of your ability.


1. Online - Digital Fill-In, Sign, and Submit

Use the above link to be taken to an online fill-in print via Adobe.  Once you fill in, sign, and submit - you will receive a copy for your records of your organizer to your e-mail.

2. Download - Hand Fill-In, Sign, and Scan/Fax/Mail

Use the above link to be taken to a PDF version of the organizer that you can print and fill out by hand.  Once you fill in, sign, and return to our office by uploading to Canopy Tax where we will be notified that you uploaded. You may also drop it off at our office, fax, or mail it back alternatively if you prefer.

Track Your Refund
Find out when you'll receive your federal and state refund.
Tax Due Dates
Please note the following tax due dates on your calendar, and come back often to keep up with the changes.
Tax Due Date Reminders
Never miss a tax due date again. Receive email reminders of import tax deadlines a week before they're due.
Tax Rates
Tax rates change every year. Take a look at this year's tax rates.
Tax Forms & Publications
Quickly view and print any IRS tax form or publication. Saves a trip to the post office.
Record Retention Guide
Use this guide to determine how long you need to keep your tax and other financial records.
State Tax Forms
Quickly print the tax forms you need from any State in the country.
Free Tax Organizer
Don't miss any important deductions! Help us uncover hidden tax deductions by filling out this form.
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