Free Tax Organizer
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. 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 the digital delivery of your information.
5. Send the completed tax organizer and all supporting documents through our portal.
Please contact us at the office any time if you have questions.