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 obtain this tax organizer:
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Click on the "free Tax Organizer" blue box below to bring up the organizer in a new window.
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Print the organizer by clicking on the printer icon on the top of the screen.
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Fill out all the information you can.
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Call us to schedule a meeting, if you need to discuss your information.
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Bring the completed tax organizer and all supporting documents to our office. Hours are 8:30 am to 5:00 pm, Monday - Friday.
Click here for free Tax Organizer
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 any time if you have questions.
