Free Tax Organizer

Our tax organizers 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 these tax organizers:

Select the Organizer button below to bring up the organizer in a new window.
Important: Save the organizer to your desktop by clicking on the icon at the top of the screen before entering your information.
Fill out all the information you can.
It is not necessary that you input information from tax forms that you provide to us with the completed organizer. Just write “attached”.
You can save your data and return to the organizer as you wish.
Sign the Engagement Letter below.
When completed, you can email, fax or mail your completed organizer with supporting documents and Engagement Letter to our office or call to schedule an appointment.