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" below to bring up the organizer in a new window.
2. Fill out all the information you can.
3. Call us and schedule a meeting.
4. Bring the completed tax organizer and all supporting documents to the meeting.
Please contact us at the office any time if you have questions.