Compile information for your Trust or Estate tax return with ease using our 2021 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
The safest way to submit tax documents to Wendroff CPA is through our secure client portal. As of January 1, 2021, we have migrated to a new and improved client portal called RUBEX eFileCabinet. Please call us at 703-553-1099 or email us to set up a new portal account — your previous account login will not work on the new system. Once you have logged into the portal, please upload your Trust or Estate tax documents to the “SECURE DRAWER – TRUST OR ESTATE” folder.
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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
