Tax Organizer 2016

Please click the links below to download the tax organizer, instructions, engagement letter and the price sheet for the 2016 tax organizer. Please note that the tax organizer is in PDF format and is not interactive.

We can provide you with an interactive version of the Tax Organizer; however, we do require some information from you in order to generate the form. If you would like an interactive version emailed to you please contact the office at 720-922-1120 or

You will need Adobe Reader 10.0 or greater (available here) to view the PDF documents below.

Please note that as the Tax Organizer is in plain PDF format you will need to print the organizer after completion (or print the pages as you go) and then mail or scan and email it to us.

  • Click Here to download the 2016 Tax Organizer
  • Click Here to download the 2016 Tax Organizer Instructions for Personal and Business Returns
  • Click Here to download the 2016 Client Engagement Letter
  • Click Here to download the 2016 Price List