Organizers

Adap Tax Financial provides tools to assist you with the organization of the information needed to work efficiently and productively with you.

One group of these tools we call organizers. These organizers are meant as a tool for you to organize the information you provide us in order to reduce the time needed to complete and deliver upon your final product, reduce the need for back and forth interaction and minimum the cost of your service.

That said, you do not need to complete information if you have an alternative document that provides the same information.  For example, attach tax information documents such as W-2’s and Form 1099 and simple list the source, such as employer, bank or financial institution name, rather than copying all the information from the form to the organizer. Similarly, if you have a business profit & loss statement and balance sheet, simple attach them to the organizer or provide us with access to your bookkeeping system as your accountant. There is no need to copy al of this data to the organizer.

Below are the most frequently used resources which you can download.

 

PERSONAL FINANCIAL PLANNING ORGANIZER

 

ASSET MANAGEMENT RESOURCES

 

2019 TAX PREPARATION AGREEMENTS

 

2019 INDIVIDUAL (PERSONAL) TAX PREPARATION ORGANIZERS

 

BUSINESS ENTITIES TAX PREPARATION

 

2018 INDIVIDUAL (PERSONAL) TAX PREPARATION