Tax Organizer

Please use the appropriate organizer for specific entities below when pulling together 2019 tax information.  Please return the completed form with your tax documents.

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.

2019 1065 Fillable Organizer

2019 1120S Fillable Organizer

2019 1120 Fillable Organizer

2019 990 Fillable 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