BONNET CLOYES CPAS, LLC
  • ABOUT
    • Client Testimonials
  • Services
    • Amended + Multi-State Taxation
    • Bookkeeping
    • Corporate Tax Prep
    • Estate Tax Planning
    • Individual Tax Prep
    • IRS Audit & Appeals Representation
    • Un-filed Taxes
  • Resources
    • Tax Prep Forms
    • Valuation Guide for Donations
    • Valuation Guide for Donations - PRINTABLE
    • Tax Glossary
    • Taxpayer Rights
    • IRS Forms
    • IRS Publications
    • Tax & Financial Calculators
    • Records Retention Guidelines
    • Where's My Refund?
  • New Clients

Tax Prep Forms


These organizers will ensure you have the correct documents to expedite the completion of your return. We ask our clients to complete the appropriate organizers annually. 

You may attach them to the front of the tax documents you bring into the office OR submit them via email. (All Detailed Organizers are editable PDFs.) 
​

Organizers for Personal Returns

Basic Tax Organizer (Must Print to Complete)
File Size: 668 kb
File Type: pdf
Download File

Detailed Organizer for Personal Returns
File Size: 281 kb
File Type: pdf
Download File

Detailed Organizer If You Have Rental Properties
File Size: 301 kb
File Type: pdf
Download File

Detailed Organizer If You're Self-Employed
File Size: 390 kb
File Type: pdf
Download File

Organizers for Business Returns

Detailed Organizer for LLCs
File Size: 168 kb
File Type: pdf
Download File

Detailed Organizers for S-Corps
File Size: 163 kb
File Type: pdf
Download File

Contact Us

Bonnet Cloyes CPAs, LLC
​4308 E. Main Street
Whitehall, OH 43213

Phone: 614-236-1628
​& 614-947-1700
​Fax: 614-947-1776
Picture
Picture
Picture
© JAMES R CLOYES CPA, BONNET CLOYES CPAs, LLC. COPYRIGHT 2017-2022. ALL RIGHTS RESERVED.
  • ABOUT
    • Client Testimonials
  • Services
    • Amended + Multi-State Taxation
    • Bookkeeping
    • Corporate Tax Prep
    • Estate Tax Planning
    • Individual Tax Prep
    • IRS Audit & Appeals Representation
    • Un-filed Taxes
  • Resources
    • Tax Prep Forms
    • Valuation Guide for Donations
    • Valuation Guide for Donations - PRINTABLE
    • Tax Glossary
    • Taxpayer Rights
    • IRS Forms
    • IRS Publications
    • Tax & Financial Calculators
    • Records Retention Guidelines
    • Where's My Refund?
  • New Clients