Tax Organizers & Spreadsheets
January 22, 2024

2023 Trust and Estate Tax Organizer Spreadsheets

Compile information for your Trust or Estate tax return with ease using our 2023 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 the Revver eFileCabinet Portal

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.

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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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