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Download Your Client Organizer

Links to download each of our current Client Organizers are below. They are stored in Adobe Acrobat ".pdf" format. This ensures they will display correctly on your system and print correctly, regardless of the printer you are using.

The Standard Client Organizer is for preparation of a full tax return (includes Professional Deductions/Per Diem Organizer).

Forms in Adobe .PDF Format

Download Standard Client Organizer & IRS Form #8879

Download the Professional Deduction Organizer

Download the Amended Return Organizer

Download Spouse Pilot Professional Deduction Worksheet

Download Spouse F/A Professional Deduction Worksheet

Download Flight Schedules/Layover Grid

Corporate Return Organizer

Specialty Worksheets

Foreign Domicile Worksheet

Real Estate Agent Deduction Worksheet

Trucker Deduction Worksheet

Police/Detective Deduction Worksheet

Union Representative Deduction Worksheet

Military Deduction Worksheet

Firefighter Deduction Worksheet

Additional IRS Forms

Download Form # 8879 Only

Fill-in-Form # 4868 - Extension Request

Form #4506 - Request for Copy of Tax Return

Form W-7 - Request for Spouse taxpayer Identification Number

E-Pay Information - How to pay with your Credit Card

American Airlines Forms

Monthly Schedule Request Form

Note: to view and print the Organizers in the .pdf format, you must have Adobe Acrobat Reader installed on your computer. If you don't, you can download it for free from the Adobe website by clicking on the button to the left.