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.
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.
DownloadGain 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 OrganizersSubmit 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