Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
Complete the following steps to take advantage of the following printable tax organizer.
1. Click on the appropriate "View 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 or email us to schedule a meeting or simply complete and fax, mail, or scan and upload to client portal.
5. Bring the completed tax organizer with all supporting documents with you to the meeting or mail, fax, scan and load to your client portal.
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 any time if you have questions.