Below you can find a PDF copy of our tax organizer. This will help you organize your tax information and make sure you don't miss any important deductions. Keep in mind, this organizer is a generic, blank organizer. If you are a past client of ours, you will receive a customized organizer with prior year amounts included on it.
You will need Adobe Acrobat reader to view and print the form out.
Alternatively, if you have an account, you can utilize our online tax organizer. This organizer will allow you to complete it in your browser rather than printing the organizer on paper. If you would rather have a PDF or paper copy, please use the PDF organizer link above.
To use the online organizer, if you already have a tax organizer account, please login using the form below.
If you don't have an online tax organizer account yet, please register here.
Please fill in your responses as best you can. Remember, you can return to this organizer at anytime, using your unique Username and Password, to complete any unfinished items.
Please contact us at the office if you have questions.