Individual Tax Documents
1040 – 2023 Individual Tax Organizer
Use this helpful excel spreadsheet to organize your tax information.
Business Tax Documents
1120S – 2023 S Corp Tax Organizer
Use this helpful excel spreadsheet to organize your tax information.
1120 – 2023 C Corp Tax Organizer
Use this helpful excel spreadsheet to organize your tax information.
1065 – 2023 Partnership Tax Organizer
Use this helpful excel spreadsheet to organize your tax information.
1041 – 2023 Fiduciary Tax Organizer
Use this helpful excel spreadsheet to organize your tax information.
990 – 2023 Tax Exempt | Non-Profit Tax Organizer
Use this helpful excel spreadsheet to organize your tax information.
New Hire Documents
Form OR-W-4 Withholding Certificate
Please print and fill out this W-4 form, then provide it to your employer.
Form I-9 Employment Eligibility Verification
Please print and fill out this I-9 form, then provide it to your employer.