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Tax Organizers

2019 Fillable Tax Organizer You can fill out and sign the organizer right from your computer.

2019 Printable Tax Organizer For those who cannot access it on a computer here is a copy of the printable version. 

2018 Individual Tax Organizer

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.