NEW CLIENT TAX PREPARATION
Start with an organized picture of the tax year.
Download the editable New Client Tax Preparation Organizer, complete the sections that apply, and use ShareFile for the secure submission of the organizer and supporting records.
Need bookkeeping or cleanup help too? Start with the New Client Intake OrganizerWHAT THE ORGANIZER COVERS
A useful structure for the first review.
The organizer is an information-gathering worksheet. It does not establish an engagement, determine tax treatment, or replace the need for complete and accurate supporting records.
- 01
Return overview
A concise place to note household details, prior-return availability, and meaningful changes during the tax year.
- 02
Income records
A checklist for W-2s, common 1099 forms, K-1s, investment, retirement, rental, and other income records.
- 03
Deductions and credits
Prompts for supporting records related to payments, expenses, credits, and tax-year questions.
- 04
Business or self-employment
Optional record prompts for contractor, sole-proprietor, rental, or other small-business activity.
COMPLETE + UPLOAD
Four clear steps before you share files.
If you do not have ShareFile access or do not see the appropriate folder, call Eric before uploading. New-client tax-preparation services begin only after the engagement scope is confirmed.
Call (303) 345-8198Save
Download the editable Word organizer, complete the sections that apply, and save it with your name and tax year.
Gather
Collect the supporting forms and records that apply to your situation, including income documents and any requested expense records.
Upload
Open ShareFile, sign in, select the appropriate folder, and upload the completed organizer with the supporting records.
Confirm
Confirm that the uploaded files appear in ShareFile before signing out. If a folder or access method is unclear, call before trying another route.
READY TO BEGIN