Our tax organizer and tax preparation checklist help you organize your tax information to ensure that you don't miss any important deductions.
If you are an existing client, please contact our office to have an organizer emailed to you. The organizer is prefilled with prior year information so you can easily see what you need to gather for the current year. Please fill in your responses as best you can.
If you are a new client, we offer a convenient client demographic form and checklist to help with gathering your important documents.
Please click here to view and complete the new client checklist. After completion, print a copy and include it with your tax documents.
Please contact us at the office if you have questions.