get organized for tax preparation services
Tax Organizers
Tax Organizers simplify the process of preparing your taxes! Whether you’re a returning client or joining the AEMC family for the first time, our organizers are designed to assist you in ensuring that we have all the necessary information to create a comprehensive and accurate tax return. Each year, there may be changes in your financial and family circumstances which can have an impact on your taxes. Our organizer includes a series of questions that leave no stone unturned, guaranteeing a level of thoroughness that helps you reduce the risk of an IRS audit or any other inquiry.
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.
DownloadUpload your Tax Organizer
After you finish filling out your tax organizer, we kindly request that you refrain from emailing it to us due to the sensitive information you are providing. Instead, we encourage you to use our secure file sharing portal for a safer and more protected transfer.
UploadGain 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 OrganizersDownload our free "Guide to Operating Your S-Corporation"
Never worry about getting into tax trouble with your S-Corporation again! This guide will help you understand the proper actions you must take to avoid IRS disagreements. It will also help you navigate the tax complexities that only S-Corporations face.
Get your GuideBook Now!