Tax Organizer

Please use the appropriate tax organizer for specific entities below when pulling together the 2021 tax information. This information is required prior to tax preparation.

The forms below are fillable and can be downloaded and emailed to UMMC at  leesburgadmin@ucmplc.com  (Leesburg) or warrentonadmin@ucmplc.com (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Upload button on the home page. You must have Adobe Acrobat Reader to view the selected files.

For individual tax return clients, please contact the office to request a customized tax organizer that includes your prior year information and carryover data. Please contact us if you have questions.

2021 1065 FILLABLE TAX ORGANIZER

2021 1120S FILLABLE TAX ORGANIZER

2021 1120 FILLABLE TAX ORGANIZER

2021 990 FILLABLE TAX ORGANIZER

You must have Adobe Acrobat Reader to view the selected files. Adobe Reader

Leesburg Office    5 Loudoun St. SW Ste. B Leesburg, VA 20175           Phone 703.771.1818  Fax 703.777.5708 

Warrenton Office  10 Rock Pointe Lane Ste. 3 Warrenton, VA 20186        Phone 540.347.5681  Fax 540.347.3353