Existing Clients – To access your tax organizer, please login to your portal from the Client Portal. You will need to have your user name and password information that you received in the mail. If you do not have that information, please call our office at 970-493-6869.

The following instructions are designed to help you complete your web tax organizer. If you have any problems or questions, please give us a call or e-mail us at info@rickardscpas.com

Web Tax Organizer Instructions (PDF)

The following checklists will help you gather all the information that we need to prepare your tax return:

Tax Preparation Checklist for Individuals

Tax Preparation Checklist for Businesses

New Clients – If we have not prepared your tax return before, you may use the links below to download a blank tax organizer.

Individual Tax Organizer (PDF)

Lite 1040 Organizer (PDF)

Note – current clients please call or e-mail us to request your own personalized paper organizer, please do not use the generic forms!

Business Tax Organizers:

S-Corporation Tax Organizer (PDF)

Partnership Tax Organizer (PDF)