Tax Organizers

  • Our Tax Organizers are designed to help you maximize your deductions and minimize problems in preparing and filing your tax return. We have several types of organizers. Please choose the most appropriate.

    We suggest that instead of filling up the form online using your browser, please save the file in your computer. You could use Adobe Reader to fill-up the form after saving it. Please email the form to support@coopertax.com.

    1.  Basic Organizer – This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.
    2.  Basic Organizer plus Business & Rentals – This organizer is suitable for clients that are not itemizing their deductions and DO have rental property or self-employment expenses.
    3. Full Organizer – This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.
    4. Business Organizer – Use this organizer for partnerships and incorporated business entities.
    5. Prior Year Individual Organizer – If you are filing your 2016 return late, please use this organizer.