CPA/Till & Butler CPAs/ Elizabethtown NC/Fayetteville, NC,
Client Portal  

Tax Organizer and Engagement Letter

Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.

Please complete the following steps to take advantage of this tax organizer.

  • Click on the link below to bring up the Organizer in a new window.
  • When the Organizer opens-
    • Print the Organizer by clicking on the printer icon on the top of the screen.
    • Fill out all the information you can.
  • Contact us to schedule a meeting.
  • Provide the completed tax organizer and all supporting documents to our office.
  • We've also included our engagement letter as the cover page for the current year's organizer. Please be sure to sign and date the engagement letter and return to us as well.

Current Year

  • 2020 Organizers will be uploaded SOON, please check back with us
  • 2020 Rental Activities Organizer - Click Here

Prior Years

  • 2019 Engagement Letter & Tax Organizer (All clients) - Click Here
  • 2019 Small Business Tax Organizer - Click Here
  • 2019 Rental Activities Organizer - Click Here
  • 2019 Clergy/Ministerial Worksheet - Click Here
  • 2018 Engagement Letter & Tax Organizer (All clients) - Click Here
  • 2018 Small Business Tax Organizer - Click Here
  • 2018 Rental Activities Organizer - Click Here
  • 2018 Clergy/Ministerial Worksheet - Click Here
  • 2018 Engagement Letter only (All Clients) -  Click here
  • 2017 Tax Organizer & Engagement Letter (All clients) - Click here
  • 2017 Small Business Tax Organizer - Click here
  • 2017 Rental Activities Tax Organizer - Click here
  • 2017 Clergy/Ministerial Worksheet -  Click here

You will need Adobe Acrobat Reader or other pdf reader to view and print the form out.

Please contact our office any time with your questions.

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