Free Tax Organizer

Our "New Client" tax organizer will help you organize your tax information and make sure you don't miss any important deductions.

*Returning clients have access to a "Custom Organizer" pre-filled with information from last years return. Only information that has changed needs to be completed. 

 
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 as much of the information that applys to you.
 
4. Contact us to schedule an appointment.
 
5. Bring the completed tax organizer and all supporting documents to the appointment.

*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.

 Click Here to see a list of additional items you should bring with you to your tax appointment.

Please contact us any time if you have questions.

*We normally deliver organizers to returning clients by the end of January. If you are a returning client and have not received your custom organizer and would like one delivered to you please contact our office and one will be sent to you right away.