Tax Organizer


Once you have completed all applicable tax organizers, see the Document Submission section below for instructions on how to submit your information to us.

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 will not save your entries.

Individual Tax Organizers

Business Tax Organizer

Document Submission

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

1) Upload your documents to your secure client portal.

2) Email your documents to:

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.

Prior Year Information

Prior year information is available by request only. Please use the button below to request a copy from our staff.