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. Contact us to schedule a virtual meeting.
5. Upload the completed tax organizer and all supporting documents to a secure client portal prior to the meeting.
Please contact us at the office any time if you have questions.