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Tax Organizer Guide


Click here to download an Excel version of the Tax Questionnaire with related schedules. 

Your Tax Organizer will be ready in early January.  Once released, it is availalbe on your client portal (Log-In) for download.   

This Tax Organizer is designed to help you gather the information needed to prepare your personal income tax returns. To avoid filing for an extension*, your completed Organizer and all requested supporting documentation should be submitted to Fowler & Co. no later than the deadline.

You have three options to deliver your information this year:
1. Complete the fillable PDF and/or Excell and upload it to your secure client portal. (Log-In)
2. Print the Organizer, fill-in, scan and upload it to your secure client portal. (Log-In)
3. Fax it to 541.241.8587


Documents to upload to your portal (when applicable):

Forms W-2 for wages, salaries and tips.

Any and all Forms 1099 (1099INT, 1099DIV, 1099B, 1099MISC, 1099R, etc.)

Schedule K-1 showing income from partnerships, S corporations, estates and trusts. NOTE: If Fowler & Co., Inc. prepares your entity's tax return(s), there is no need to provide the K1. We already have copies in our files.

Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.

If you obtained health insurance through, provide all Form 1095-A.  Note for CA residents: California now has a state level mandate so provide all form 1095's.

Mortgage interest statement(s) (1098)

Forms related to contributions to IRA accounts

Forms related to Contributions to AND Distributions from your HSA account.(medical expenses)

A detailed schedule of all non-cash charitable contributions that includes:
Date of donation
Description of items donated
Name and Address of Charity
Your estimate of Thrift Store Value
Your estimate of the original cost of the item(s)
(We highly encourage you to download our fillab excel file, complete form and upload it with your other documents)

Copies of closing statements regarding the sale or purchase of real property.

Legal papers for adoption, divorce, or separation involving custody of your dependent children.

Any tax notices sent to you by the IRS or other tax authority that you have already provided to us.

To avoid increased likelihood of receiving an IRS notice, provide copies of all checks/payments for 2020 Estimated Taxes

Tax Season FAQ's

Data privacy: For your protection, we no longer recommend documents or other personal information be transmitted via email. Please use your Fowler & Co. ShareFile folder for all data exchanges. You can log on directly through our website at