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. Save or print to a PDF
4. Call us to notify of emailing the document and supporting documents; or to arrange a meeting to bring these documents with you.
Please contact us at the office any time if you have questions.