Free Tax Organizer top
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.
- Click on the "View Tax Organizer" link
below to bring up the organizer in a new window.
- Print the organizer by clicking on the printer icon
on the top of the screen.
- Fill out all the information you can.
- Call us and schedule a meeting.
- Bring the completed tax organizer and all supporting
documents to the meeting.
In order to download
PDF Documents you must have a copy of Adobe Acrobat Reader. Adobe Acrobat
Reader can be downloaded by clicking on the icon below.