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 a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
Please contact us at the office any time if you have questions.
Find comfort in knowing an expert in bookkeeping is only an email or phone-call away.
We will happily offer you a consultation to determine how we can best serve you.
Use our convenient SecureSend page to securely deliver a file directly to a member of our firm.
Gain total control over your payroll by taking advantage of our affordable online payroll system.
Subscribe to our newsletter to receive news, updates, and valuable tips.