2025 Tax Deduction Finder & Problem Solver
To help you prepare for your tax appointment, we provide tax organizers designed to identify potential deductions and keep everything organized in advance. These organizers are updated annually to reflect the latest tax law changes.
You may download and complete these organizers directly on your computer. Important: If you fill the form online inside your browser, your entries will NOT save unless the file is downloaded to your device first.
1040 – Individual Income Tax Organizer (2025)
Use this organizer if you file a personal tax return. It helps gather income, deductions, credits, and personal details needed to prepare your Form 1040 accurately.
1120 – C Corporation Tax Organizer (2025)
Designed for C Corporations. This organizer collects financial details, deductions, payroll information, and other required data to prepare your corporate tax return.
1120-S – S Corporation Tax Organizer (2025)
For S Corporations only. This organizer helps compile business income, expenses, shareholder details, and other information needed to complete your S Corp filing.
1065 – Partnership Tax Organizer (2025)
Used for partnerships and multi-member LLCs. This organizer gathers income, expenses, partner information, and allocations required to prepare the partnership return.