Tax Organizers & Spreadsheets
January 5, 2024

2023 Individual Tax Organizer & Spreadsheets

Compile information for your individual tax return with ease using our 2023 Tax Organizer and Spreadsheets. Completing the 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:

Returning clients may request a Tax Organizer with data pre-populated from the previous tax year. That document, however, will not be digitally fillable — it will need to be completed by hand.


Instructions for Completing the Tax Organizer

The Tax Organizer is a fillable PDF. Depending on your web browser settings, the PDF may preview in your browser with options to download / print, OR you may be prompted to download the file immediately without previewing. In either case, you should download the file to complete and save on your computer. (Do not complete the form in your web browser.) You may also print the form and complete by hand if you prefer.

Please complete Pages 1 and 2 of the Tax Organizer; use Page 3 as a guide for what income documents to send us; and complete Pages 4 and 5. (If you need more space, please compile your overflow information on a separate sheet.)

Download Tax Organizer (PDF)

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Supplemental Spreadsheets for Rentals and Businesses

In addition to your Tax Organizer, there may be other information we need in order to complete your individual tax returns. Please download and complete the spreadsheets below as applicable for your 2023 tax year.

Click here to download the Rental Income Spreadsheet

If you owned rental property in 2023, please complete this spreadsheet. Use a separate sheet for each property.

Click here to download the Business Income & Expense Spreadsheet

If you had a business in 2023, in which you were a 1099 contractor, sole proprietor or single member LLC, and did not use QuickBooks for tracking your business income and expenses, please complete this spreadsheet.

Click here to download the Home Office Spreadsheet

If you had a business with Home Office expenses in 2023 please complete this spreadsheet. (Including QuickBooks users.)

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Submitting Your Tax Organizer and Documents

There are several ways to submit your tax documents to Wendroff CPA:

Securely Online

The safest way to submit tax documents to Wendroff CPA is through our secure client portal at Please call us at 703-553-1099 or email us to set up a new account. Once you have logged into the portal, please upload your tax documents to the relative tax year sub-folder.

You will need to scan any paper tax documents. If you don’t have access to a scanner, you can also use your smart phone. Download the free Adobe Scan App or search for it on your App store. This app converts photos into PDF documents. You can then upload the PDFs to client portal.

By Mail

You may also mail your tax documents via US Postal Service, Federal Express or United Parcel Service to:

Wendroff & Associates, CPA
2900 S Quincy St Suite 360

Arlington, VA 22206

We will mail your tax documents back to you after tax season via US Postal Service Priority Mail with tracking.

Bring to Our Office

We suggest sending your documents using the portal or by mail above. If you need to come to our office, please call us at 703-553-1099 since our staff needs to coordinate a time with you to drop off your documents at our office. Our office hours are 9am to 5pm. We will mail them back to you via US Postal Service Priority Mail with tracking.  

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No matter how you decide to get your completed tax organizer and documents to us, 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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