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" button below to bring up the organizer in a new window.
2. Save or print the document with the upper buttons in the upper right corner.
3. Fill out all applicable information
4. Upload to your client portal, drop-off to our office dropbox, or email to firstname.lastname@example.org
5. All done!
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.
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