New Client Information

New Client Information Form

Tell us more about you!

Tax Organizers

2018 Individual Tax Organizer – You can fill out and sign the organizer right from your computer. If using a mobile phone, contact Abacus™ CPAs at 417-380-5000 to receive an organizer via email.

2017 Individual Tax Organizer

2017 Partnership Tax Organizer

2016 Individual Tax Organizer

2015 Individual Tax Organizer

2014 Individual Tax Organizer

2013 Individual Tax Organizer

To Submit:
You can save and send fillable tax organizers as an attachment to, or print the document to fill it out and fax, mail, or scan the organizer to us through the Prime, Inc. app.

If you have any issues with filling out or submitting the organizer, please call our office at 417-380-5000.