Tax Organizers & Spreadsheets

January 15, 2020

2019 Trust and Estate Tax Organizer Spreadsheets

Compile information for your Trust or Estate tax return with ease using our 2019 Trust and Estate Tax Organizers. Completing a Tax Organizer will help you avoid overlooking important information and contribute to an efficient preparation of your tax returns. On this page you will find:



Instructions for Downloading your Trust or Estate Tax Organizer

If this is the first year Wendroff CPA will file your trust or estate return, please download the Initial Year Tax Organizer. Otherwise, please download the Subsequent Year Tax Organizer.

initial year tax organizer   subsequent year TAX ORGANIZER

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Submitting Your Tax Organizer and Documents via Secure Drawer Portal

Our Secure Drawer Portal is the safest way to submit your tax documents to Wendroff CPA. Securely upload your tax documents to us. Please call us at 703-349-1491 or email us to set up a portal account or for assistance using the portal.

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We look forward to serving you again this tax season! Please let us know if you have any questions. 703-553-1099

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