Tax Tools and Organizers

At OTA Tax Pros we go the extra mile to give you tools to simply and expedite your tax preparation process. From organizers to calculators and cutting edge software, we believe in leveraging technology.

Our focus is to spend less time on data entry and more time on the one thing that matters most – helping you save money on taxes!

Tax Organizers and Tools

Personal Organizer

The 2016 Tax Organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2016 income tax return. Please complete the organizer sections as appropriate and provide supporting documentation where necessary. Prior year data is included on the organizer sections for your reference.

View PDF Organizer Now

Business Tax Organizer

The 2016 Business Organizer will assist you in collecting and reporting information necessary for us to properly prepare your 2016 income tax returns. Please complete the organizer sections as appropriate and provide supporting documentation where necessary. In most cases, it is not necessary to provide us with copies of receipts or statements.

Download Excel Organizer Now

Tax Planning and Preparation Video Series

Please review our video series that will help you with various details of tax planning. We highly recommend watching the End of Year Tax Planning video prior to your Tax Planning appointment, along with the rest of the videos in the Tax Planning and Preparation Series.

Click Here to Access the Videos

Free Consultation