Tax Organizer

You can download our organizer by following the steps below.

1. Click on the link 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. Call us and schedule a meeting.
 
5. Bring the completed tax organizer and all supporting documents to the meeting.

Tax Year 2014 Organizer

Tax Year 2013 Organizer

Tax Year 2012 Organizer

Tax Year 2011 Organizer

Tax Year 2010 Organizer

Tax Year 2009 Organizer

Tax Year 2008 Organizer

Please contact us at the office any time if you have questions.

Featured Articles