Individuals and Businesses 

SERVICES

Pillars Tax &

Financial Planning Services

Income Tax Organizer Forms

Please fill out these forms and email or fax or bring it to our office at your tax appointment.

For W2 / Salaried Employees:

• Page 1 - Basic Taxpayer Information (PDF)
  
• Page 2 - Income and Job Related Expenses (PDF)
  

For 1099 /  Self-Employed Taxpayers:

• Page 1 - Basic Taxpayer Information (PDF)
  
• Page 3 - Business Expenses Breakdown (PDF)
  
• Page 4 - Business Expenses Breakdown (PDF)