Organizers for Individuals and Single Member LLCs
To make tax time easier, we provide simple Tax Organizers designed to help you gather and summarize the important details of your year. Whether you had changes in income, new deductions, business activity, or life events such as buying a home or starting a family, our organizers give you a clear way to track it all.
By completing an organizer before your appointment, you’ll save time, reduce stress, and ensure we don’t miss any opportunities to lower your tax liability. Think of it as your personalized checklist for a smoother, more accurate filing process.
Our goal is to make taxes less overwhelming and more manageable — and the organizer is the first step.
To get started, simply choose and download the organizer that fits your situation. Fill it out at your own pace — either digitally or by hand — and bring it with you to your appointment, or upload it securely through our client portal.
General Individual Organizer – Perfect for employees, retirees, and families Click here to download…
Self-Employment&Single Member LLC Organizer – Designed for sole proprietors, self-employed professionals, and single owners of LLCs Click here to download…
Rental Activity Organizer - Designed for individuals who had profit from renting activities during the year Click here to download…
These tools make it easier to provide us with everything we need to prepare an accurate and complete return, while helping you feel confident that nothing is overlooked.
Docs checklist
This checklist will give you an idea what documents to bring to your interview. More docs you will bring, more deduction you may get
Get started
Here is a quick list of the necessary steps to have PLUS/AUDIT TAX prepare your individual tax returns.
Engagement Agreement
Engagement Agreement sets the foundation for a clear, professional relationship bet-ween you and your tax preparer
Services
Here, you’ll find detailed information about the services we offer of tax preparation and IRS Representation services
Ready to Get Started? Let’s Meet!
We’re proud to serve our local community in Colorado, but we also work with clients across the U.S. Whether you’re a freelancer in New York, a business owner in Texas, or an expat living abroad—we’re ready to help you navigate your tax situation.
Let’s make the most of it—and move your finances in the right direction.