2020 Tax Organizer

Our tax organizer makes it easy to organize your tax information and ensure you don’t miss out on any deductions.

Submit the organizer to us and have peace of mind with AdminBooks filing your 2020 taxes!

Click here to download our 2020 Tax Organizer!
Please Note: After downloading the organizer from our website, be sure to save it to your computer prior to entering any data. If you do not save the document first, all data entered will be lost!

Completing the tax organizer gives us a comprehensive overview of the documents needed for your tax return preparation and gives you a forum to ask questions/receive feedback on areas you may have questions.

Some tips to make your experience easy … – If we are completing your business and individual taxes, we need all of the information given to us at the same time.- Pricing for your return is based on the forms/schedules that we file for you.- After we’ve completed your return, we’ll offer you different levels of tax support options—this is a great way to get a discount on our services! – Supported file types are .PDF, .DOC (MS Word), and .XLS (MS Excel ) Please invest the time in converting your .JPEG files to one of our supported file types. A great (and free!) phone app for this is CamScanner, which is available for both iPhone and Android users.

EXISTING clients : Click here to upload your documents

NEW clients: Click here to upload documents