(407) 847-7466 | team@sbc-cpa.com

Tax Organizers

Tax Organizers

Income Tax Preparation Checklists and Organizers

ALL INDIVIDUAL TAXPAYERS - Select, complete and print or save one of the following:

  • Tax Preparation Checklist - The Tax Preparation Checklist is a one page summary designed to help you gather tax information needed to prepare your personal income tax return.
  • Income Tax Organizer - The Income Tax Organizer is a more detailed checklist including a questionnaire that asks about pertinent tax items necessary for preparing your individual income tax return accurately. It also includes a schedule for Personal Itemized Deductions (such as mortgage interest and property taxes).


  • Business Expense Organizer - Please provide a separate Business Organizer for each individual activity (for example, if husband is a self-employed realtor and spouse had unreimbursed employee business expenses).

RENTAL PROPERTY OWNERS - Select, complete and print or save:

FOREIGN INVESTORS - Select, complete and print or save:

eSignature Forms

When you have compiled your tax information:

  1. Scan your completed Client Organizer to your computer. (make sure you know the path where you scanned the documents)
  2. Log in to your secure client center at www.sbc-cpa.com.
  3. While logged in, click on the File Exchange link
  4. Click on the Documents for Accountant folder.
  5. Click on the Upload button.
  6. Click on Select Files and browse to the location where you scanned your documents.  Select file(s) to upload.

TIP:  you can press the CTRL key and click on each document to select multiple files at once.

Thank you for the opportunity to serve you.

Note: You must have Adobe Acrobat Reader installed to print the Checklist and Organizer documents. Click here to download the program for free.

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

Check out the latest issue
of our client magazine


 Our Specialties

Service-based Businesses

Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

read more

Nonresident Taxpayers & Foreign Investors

SBC-CPA provides a variety of services to Nonresident Alien (NRA) taxpayers. The majority of our NRA clients are foreign investors in U.S. real estate or a...

read more

HOA Services

SBC-CPA provides services beyond core accounting work. Our firm offers extended value because we truly understand the challenges the real estate industry is facing in today’s economy. We recognize...

read more


Latest from Our Blog

qb-proadvisor-desktop qb-proadvisor-advdesktop qb-proadvisor-online qb-proadvisor-advonline qb-proadvisor-enterprise

Learn More

Help us. Help others.

Tell us about your experience with our firm.

Review Us