(925) 600-8500 talk2us@depretis-cpa.com

Tax Organizer

Below you will find our individual and business tax organizers. Your tax organizer will assist you in gathering all of the information necessary to begin preparation of your tax returns. When you have completed all applicable tax organizers, see the Document Submission section below for instructions on how to submit your information to us.

If you need assistance with prior year information, please review your prior year tax return or contact our office for additional support.

Important download instructions: Make sure to download and save your tax organizer to your computer before you begin filling it out. Filling it out in your web browser prior to downloading will not save your entries.

Individual Tax Organizers

Business Tax Organizer

(C-Corp, S-Corp, LLC, and Partnernship)

Document Submission

There are four methods to submit your organizer and documents to our office:

  1. Upload your documents through our secure online client portal. To access your client portal, click the following link: https://secure.netlinksolution.com/nextgen/?firm=411726
  2. Email your documents to: documents@depretis-cpa.com
  3. Mail your documents to the address below:
    • DePretis CPAs, Inc.
      6700 Koll Center Parkway, Suite 160
      Pleasanton, CA 94566

  4. Drop off your documents at our office during business hours.