1040 TAX ORGANIZER WORKSHEETS Our Web Client Organizer is designed to help you conveniently gather tax information needed to prepare your personal income tax return. We have two types of Organizer Worksheets for you on our Website.   1. You can access our "generic short-version" worksheets by clicking on this link           FA_Tax_Organizer   - - OR - -   2.You can access your "personalized" worksheets which contain helpful data from your last year's tax returns. Call or Email us so we can get your permission to establish your personalized worksheets and then provide you with your confidential Logon ID and Password to use in the access box below.