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.
5. Bring the completed tax organizer and all supporting documents
to the meeting.
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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
would like one of our completely customized tax organizers.
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