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 “View Tax Organizer” link 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. You can save it to your computer and then attach it to an email if you would like.

4. Call us and schedule a meeting.

5. Bring the completed tax organizer and all supporting documents to the meeting.

View Tax Organizer

Please contact us at the office any time if you have questions or use the form below.

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