2022 Tax Organizer

To Our Clients

To Our Clients

Thank you so much for doing business with us. Please see below a list of downloadable forms to help you organize your documents for the preparation of your tax return. If you have any problems downloading any of the forms, please contact our offices and we will be more than happy to email you a copy. 

You must sign or agree to the engagement letter(s) in order for us to begin preparation. If you provide your tax documents to us, you agree to the terms of the engagement letter(s) so please read the engagement letter(s) carefully.

Need help planning your estimated tax payment?
Try out the FREE IRS Tax Withholding Estimator here:

 

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Organizer Downloads

Individuals

2022 Tax Organizer (1040)
Standalone Business Form (Sch C)
Standalone Rental Form
Multiple Rental Spreadsheet

Businesses, Estates & Trusts

2022 Tax Organizer for Corporations & LLCs (1120, 1120S)
2022 Tax Organizer for Partnerships (1065)
2022 Tax Organizer for Estates & Trusts (1041)

For Greg Homesley CPA, P.C., Inc.’s client use only. Unauthorized use is prohibited.

Organizer Downloads

Organizer Downloads

Individuals

2022 Tax Organizer (1040)
2022 Standalone Business Form (Sch C)
2022 Standalone Rental Form
2022 Multiple Rental Spreadsheet

Businesses, Estates & Trusts

2022 Tax Organizer for Corporations & LLCs (1120, 1120S)
2022 Tax Organizer for Partnerships (1065)
2022 Tax Organizer for Estates & Trusts (1041)

For Greg Homesley CPA, P.C., Inc.’s client use only. Unauthorized use is prohibited.

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Contact Info

Orange Park, Florida

Address: 590 Wells Road Suite 4, Orange Park, Florida 32073 Email: contact@homesleycpa.com
Phone: 904.213.7743

Lubbock, Texas

Address: 3223 S Loop 289 Suite 450, Lubbock, Texas 79423 Email: contact@greghomesley.com
Phone: 806.589.0778

Lubbock Address​

3223 S Loop 289 Suite 450, Lubbock, Texas 79423

Email Us

info@homesleycpa.com

Call Us

904.213.7743

Send us your documents

IMPORTANT: If you have multiple PDFs to upload, select all at once when using the “Choose Files” button. Otherwise, only one document will attach. If you have any issues with uploading your documents, please contact our office.

Contact Info

Orange Park, Florida

Address: 590 Wells Road Suite 4, Orange Park, Florida 32073 Email: contact@homesleycpa.com
Phone: 904.213.7743

Lubbock, Texas

Address: 3223 S Loop 289 Suite 450, Lubbock, Texas 79423 Email: contact@greghomesley.com
Phone: 806.589.0778

Lubbock Address​

3223 S Loop 289 Suite 450, Lubbock, Texas 79423

Email Us

info@homesleycpa.com

Call Us

904.213.7743