Client Resource Center

Everything you need to prepare for your tax appointment in one convenient location. Complete your tax organizers, securely upload your documents, and access helpful resources—all from one place.

Choose Your Tax Organizer

Client Intake Form

Essential first step for all clients to provide basic contact and filing information.

Open Organizer

Schedule C Business Organizer (English)

For self-employed individuals and sole proprietors to organize business income and expenses.

Open Organizer

Schedule C Business Organizer (Español)

Organizador para propietarios únicos y trabajadores independientes.

Open Organizer

Schedule A Itemized Deduction Organizer

Organize medical expenses, charitable contributions, taxes, mortgage interest, and other deductible expenses.

Open Organizer

Schedule E Rental Property Organizer

Organize rental income, expenses, depreciation, and property information for one or multiple rental properties.

Open Organizer

Home Office Organizer

Record home office square footage, utilities, mortgage interest, rent, internet, repairs, and other home office expenses.

Open Organizer

APLG Farm-Livestock Organizer

Organize farm income, livestock, equipment, feed, supplies, and agricultural expenses.

Open Organizer

APLG Farm-Crops Organizer

Organize farm income, crops, equipment, storage, supplies, and agricultural expenses.

Open Organizer

Partnership Tax Organizer

Gather partnership financial information, ownership details, income, expenses, assets, and liabilities.

Open Organizer

Secure Document Upload

On the next page (Secure Upload Center), please select the correct document type. Upload your organizers, tax documents, IDs, and all supporting files into the appropriate categories to ensure your information is processed securely and efficiently.

Securely Upload Documents

Common Questions

Which organizer should I complete?

Choose the organizer that best matches your primary sources of income and deductions. Most clients start with the Client Intake Form, then add specific organizers like Schedule C for business or Schedule E for rentals as needed.

Can I save my progress and finish later?

Yes, our digital forms allow you to save your progress at any time. You will receive a unique link to return to your form and complete it whenever it is convenient for you.

Can I upload additional documents?

Absolutely. You can use our Secure Document Upload section to send W-2s, 1099s, receipts, and any other supporting documentation directly to our team.

Is my information secure?

Security is our top priority. All documents and form data are transmitted via encrypted connections and stored in our secure, professional-grade tax preparation environment.

What if I’m unsure which organizer I need?

If you're unsure, please contact us. Our team is happy to guide you to the correct forms based on your specific tax situation before your appointment.

Can I complete these forms from my phone or tablet?

Yes! Our organizers are fully mobile-responsive, allowing you to easily complete your tax preparation across all your devices, including smartphones and tablets.

Need help choosing the correct organizer?

Our team is happy to help. Contact APLG Taxes and we’ll guide you to the forms you need before your appointment.