Our tax organizer will help you organize your tax information and make sure you don’t miss any important deductions. Filling it out completely would be great but looking over the organizer will help you find the documents we to complete your tax returns for your best benefit.
Prior year clients, please call the office for your personalized organizer.
Please complete the following steps to take advantage of this tax organizer.
1. Click on the “View Tax Organizer” button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can. If a page does not apply to you, ok ignore it. Never enter information more than once on the organizer, if you can not find where it belongs CALL US.
4. Call us if you have any questions.
5. Bring the completed tax organizer and all supporting documents to the meeting.
Please contact us at the office any time if you have questions.