Please complete our current comprehensive tax organizer above
before setting an appointment. It will greatly assist you in organizing your tax records and provide us valuable information
in completing your return. Also include a copy of your most recently completed tax return if you are a new client.
Please save file and reopen in adobe acrobat. If you open in html the fill in forms will not save, and you will lose
all information entered.
In the event you use one of our industry specific business tax organizers you may skip
the section for self employed business owners.