Documents & Forms 2023 Engagement Letter (PDF) 2023 Individual Taxpayer Organizer (PDF) 2023 Individual Taxpayer Organizer – Rental (PDF) 2023 Individual Taxpayer Organizer – Sole-Proprietorship (PDF) 2023 Individual Taxpayer Organizer – Sole-Proprietorship and Rental (PDF) 2023 S-Corporation Tax Organizer (PDF)