We provide tax 0rganizers to our clients to help them collect and document their records so that we can efficiently prepare their tax returns. The organizer not only serves as a reference for you to document your expenditures, it serves as a memory jog to alert you to items that you may have forgotten. It is not required that you complete the organizer, but you should use it to collect your data for submission to us.
If you need a tax organizer, or if you need a page (or additional pages) that have not been sent to you, please click the link(s) below to select the page you want to display and download at your computer.
