Partners for Success
Tax Organizers

For the Standard Tax Organizer,  go to the Info Center section and you will see a paragraph titled Tax Organizer.  Click on that and a window will appear with the Tax Organizer on it.

You can either enter info on the computer and print it out or print it out and fill it in by hand.

Make a copy of the finished Tax Organizer and add it to your tax documents package that you will send to us prior to your appointment.

For what documents to prepare, go to our Preparing for a Tax Appointment section for more details.

FOR EXISTING CLIENTS, we have your last tax year information available on your specific organizer.  Contact our office for using this document to help you prepare for the current tax year.