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" button to the right 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 or email us and schedule a meeting.
  5. Bring the completed tax organizer and all supporting documents to the meeting. 



**If you are a current client, click here to request a personalized tax organizer