Client Tax Organizer This tax organizer is very helpful in organizing your tax information. Please print, fill out, sign, and return to our office. Farm Tax Organizer Our farm tax organizer is especially designed to assist in completing Schedule F. This organizer’s use is in addition to the Client Tax Organizer above. Please print, fill out, sign, and return to our office. Rental Property Tax Organizer Our rental property tax organizer allows for easy reporting of multiple properties for the preparation of Schedule E. Please print, fill out, and return to our office. Record Retention Schedule This retention schedule provides an overall general guide to what records and number of years to retain.
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