Tax Organizers
Our tax organizers are designed to make preparing your tax return stress-free and straightforward. These documents help you gather and organize the information and documents we need to prepare your return accurately and efficiently. By completing the tax organizer in advance, you help reduce delays, minimize follow-up questions, and ensure no important details are overlooked.
Tax Organizers
Please download the appropriate tax organizer below. If you have multiple properties, LLCs, or Partnerships, you must use a separate organizer for each one.
Once you have completed your organizer(s), upload them, along with your tax documents, to your secure portal. If you haven't been provided access to your secure portal yet, email us at contact@coresperity.com.
If you have questions while completing a tax organizer, our team is here to help every step of the way.
Disclaimers
The information contained on this site is provided for informational purposes only and should not be construed as professional tax advice. Each person's tax situation is unique and individual results will vary, including whether someone receives a tax refund or owes taxes. Coresperity makes no guarantee of any particular result. We do not guarantee that you will receive a refund.