Free Tax Organizer
-
Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more -
We offer a broad range of services to help you secure a sound financial future. Read more -
Providing the support you deserve. -
As a valued client, you get a secure, password-protected portal. Read more
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. 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 at the office any time if you have questions. |
