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Tax Organizers

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One of our goals at Huey & Associates, P.C. is to ensure the tax process is as easy and effective as possible.  One way to achieve this goal is to ensure we get as much information up front from our clients as possible.  This allows us to streamline the communication back and forth and focus more on finding effective tax strategies to help you achieve your goals.

Tax Organizers are a very effectitve part of this process.  If you were a 1040 (Individual) client in previous years then you will be sent a custom Tax Organizer Packet that includes previous year information either through our secure portal or by mail based on your preference.

If you are a new client or you have a business, trust, estate or non-profit we have developed are own Organizers to assist you in gathering information for your tax return.  To access your Organizer just click on the appropriate link(s) below and you can print out your organizer.

Individual Organizers - Link to a blank 1040 Individual Tax Organizer Packet

Business Organizers - Link to a blank 1120, 1120S or 1065 Business Tax Organizer Packet(s)

Trust or Estate Organizers - Link to a blank 1041 Fiduciary Tax Organizer Packet(s)

Non-Profit OrganizersLink to a blank 990 Non-Profit Tax Organizer Packet(s)

If you have any questions please let us know and if you would prefer a paper copy of any of the organizers just let us know and we will be glad to mail one out to you.