Let's Get You Organized for a Strategic Tax Outcome

Get Organized for Your Tax Engagement

At AEMC, our tax organizers are designed to do more than gather information—they help us understand your full financial picture so we can deliver a complete, accurate, and well-strategized tax outcome. Whether you are a returning client or working with us for the first time, this process allows us to identify key details, reduce risk, and ensure your return is prepared with a high level of precision and care. As your financial situation evolves, this step helps us stay aligned and position you for better decisions beyond tax season.

Individual Tax Organizer

Use this organizer if you are filing federal IRS form 1040.

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S-Corporation Tax Organizer

Use this organizer if you are filing federal IRS form 1120-S.

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C-Corporation Tax Organizer

Use this organizer if you are filing federal IRS form 1120.

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Non-Profit Tax Organizer

Download this tax organizer if your organization earned more than $50K in revenues and is not eligible for filing 990N postcard.

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Partnership Tax Organizer

Use this organizer if you are filing federal IRS form 1065.

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Estate Tax Organizer

Use this organizer if you are filing federal IRS form 1041.

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Gain access to last year's tax organizers!

If you plan on submitting your return before 2023, we highly recommend utilizing the tax organizer specifically designed for that year.

Prior Year Organizers

Submit Your Documents to Get Started

Begin your tax engagement by securely submitting your completed organizer and supporting documents for review. Once received, our team will assess your information and determine the appropriate level of service based on complexity and advisory needs.

Advisory sessions are available by request for clients seeking dedicated planning and consultation.

Submit Your Documents to Get Started
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Brittany Martin profile picture
Brittany Martin
13/07/2023
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Kristal and the team at AEMC are the best in the industry! Her expertise and personable approach to supporting small businesses is unmatched. I have been working for Kristal since 2016. She keeps up to date on tax regulations and offers time and cost-efficient solutions for her clients.
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succXss Entertainment profile picture
succXss Entertainment
27/01/2023
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Krystal is the best. Life saver!!!
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Sinnard Scott profile picture
Sinnard Scott
03/08/2022
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Our tax situation was incredibly complex and AEMC demystified that situation for us. They showed us several different tax related scenarios we could embark on which gave us ample flexibilty to choose what approach best fit our lifestyle and savings preferences! They were so helpful that whenever a friend asks me about tax services, I always refer the friend to AEMC!
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Linda Hazziez profile picture
Linda Hazziez
20/07/2022
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I (Personal/Business) have been a client of AEMC for nearly 3 years and I have found the service to be impeccable. AEMC/Krystal Stevenson and her team has offered tax saving strategies for both my personal and business taxes. She is very knowledgeable and always willing to answer any tax questions I may have. She keeps her clients informed via the quarterly newsletters and her midyear checkup. She has provided training and tools to ensure that our books are properly maintained. I’m very pleased with the service I received from AEMC. I strongly recommend any and everyone to give AEMC a close look. Sam and Linda Hazziez Barons Gold Business Solutions Mgmt. Corp.
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VENICE CHAPLIN profile picture
VENICE CHAPLIN
17/06/2022
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Kristal has been our CPA for the past few years. She is extremely knowledgeable and up-to-date about current tax laws, tax benefits, etc. She's great for personal taxes, small business accounting, consultant for small businesses, etc. It's her friendless, honesty and warmth that keeps me coming back year after year. She is one of the best, if not the best, and I'm glad that we met when we did.
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Ellis Brown profile picture
Ellis Brown
16/06/2022
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I’ve been doing business with AEMC for quite a while first most I think she is a wonderful human, and she actually really care about her clients so if ask me would I recommend her whole heartily I do thank you AEMC
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Carolyn Turner profile picture
Carolyn Turner
10/06/2022
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I've been with this AEMC tax services for more than seven years and have the utmost confidence in the knowledge of the owner and CPA Kristal Anderson! Not only does this firm give sound advice regarding my tax preparation but also gives valuable personal insight when asked! I am a sole caregiver to an aging parent with a small business. I cannot express the relief of being a client with AEMC! Kristal Anderson approach is caring and no nonsense! This is my experience
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James Thompson profile picture
James Thompson
16/05/2022
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AEMC Tax Services are very courteous and extremely professional. I have used them for a period of over ten years now. When I first started using their services, I came to them not knowing how I was going to dig myself out of the hole I had gotten myself into. I thought all hope was lost but Ms. Kristal Stevenson immediately went to work on my behalf. Without any hesitation, doubt, or fear Ms. Stevenson assured me that there was hope and light at the end of the tunnel. I'm proud to say that she has definitely shown me that light. Thank you so much AMEC Tax Services specifically Ms. Kristal Stevenson.
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MsTrouble Sunshine
16/05/2022
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AEMC customer service is impeccable. Always prompt in following up, very detail orientented, most of all my returns are prepared within a timely manner. I had my personal and business returns for 2020 & 2021 prepared by AEMC and I was truly satisfied. As my return is very extensive and require paying attention to details. My 2020 had to be amended and I MUST say that AEMC saved me THOUSANDS of dollars.
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randy gutierrez profile picture
randy gutierrez
15/04/2022
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I have used AEMC services for 10+ years. I honestly wouldn't trust anyone else with my financial needs. Kristal goes above and beyond.