Forms & Organizers
Helpful forms, checklists, and organizers designed to make gathering your financial information easier and help you stay organized throughout the year.
A little preparation can make a big difference.
Whether you're preparing for tax season, managing your business, planning for year-end, or navigating an important financial change, these resources can help you gather the information you need before meeting with your AFairchild advisor.
Completed a form or organizer?
Save the completed document to your computer, then upload it securely through your AFairchild Client Portal. Please do not email documents containing sensitive personal or financial information.
Get organized for tax season.
Use these organizers and checklists to gather the information needed for tax preparation and year-round planning.
2026 Individual Tax Organizer
Complete our fillable organizer to provide personal information, income details, deductions, adjustments, and other information needed for your individual tax return.
Open Fillable Organizer2026 Business Tax Organizer
Organize business information, ownership details, income, payroll, assets, loans, and other information needed for preparation of your business tax return.
Open Fillable Organizer2026 Tax Document Checklist
Use this comprehensive checklist to gather common income statements, deductions, credits, investment information, and other records for tax preparation.
Download Checklist2026 Year-End Tax Planning Checklist
Review important year-end planning considerations including income, retirement contributions, charitable giving, investments, deductions, and business planning opportunities.
Download Checklist2026 Rental Property Organizer
Organize rental income, operating expenses, improvements, mortgage information, taxes, mileage, and other property-related information.
Open Fillable OrganizerReceived an IRS notice?
Don't ignore it and don't assume you need to respond on your own. Use our IRS Notice Checklist to identify important dates, gather supporting documents, and prepare the information our team may need to help determine the appropriate next steps.
Practical tools for managing your business.
Stay organized throughout the year with tools designed to support bookkeeping, recordkeeping, asset tracking, and year-end preparation.
2026 Business Year-End Checklist
Review accounting, payroll, accounts receivable, accounts payable, assets, loans, owner activity, compliance, and other important year-end items.
Download Checklist2026 Monthly Bookkeeping Checklist
A practical monthly guide for reconciliations, receivables, payables, payroll, receipts, assets, loans, owner activity, and financial statement review.
Download ChecklistFixed Asset Purchase & Disposal Form
Report equipment, vehicles, furniture, technology, and other business assets purchased, placed in service, sold, traded, or otherwise disposed of.
Open Fillable Form2026 Business Mileage Log
Track business-related vehicle use including dates, destinations, business purpose, business miles, parking, and tolls.
Download LogProtect sensitive information.
Please do not send Social Security numbers, banking information, tax documents, or other sensitive financial information through unsecured email. Use the AFairchild secure client portal when submitting confidential documents.
When life changes, your financial picture can too.
Major life events may affect your taxes, financial records, withholding, benefits, and planning. These resources can help you identify information worth discussing with your advisor.
2026 Life Changes Checklist
Review financial and tax considerations related to marriage, divorce, retirement, job changes, moving, real estate, inheritance, business ownership, and other significant events.
Download ChecklistNew Baby / Dependent Checklist
Organize important records, benefit updates, childcare information, dependent documentation, and tax items to review when welcoming a new baby or adding a dependent to your household.
Download ChecklistNot sure which resource you need?
Our team can help you determine what information to gather and the safest way to send it to us. We're here to make the process easier and help you stay organized.
