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Tax Organizer

* If you are a current client and would like us to email you the organizer, please contact us.

* If you are a new client, I can add you into the login system and you will be sent information on how to fill out the organizer online. Please email or call me and I will send you the login information.

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" 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.
4. Call us and schedule a meeting or email/fax back to us.

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.