Free Tax Organizer
Our tax organizer will help you organize your tax information and make sure you don’t miss any important deductions.
Please complete the following steps to take advantage of this tax organizer.
1. Click on the “Free Tax Organizer” link below to bring up the organizer in a new window.
2. Download the organizer by clicking on download arrow on the top left of the screen.
3. Fill out all the information you can and save a copy.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.
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