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Tax Organizer

In order to facilitate your tax return preparation, we utilize a comprehensive tax organizer. To the best of your ability, please provide your current year information. If additional material is required, we will contact you. This all-inclusive organizer contains sections that may not pertain to your personal tax situation.

In order to simplify the process of entering your own information, we have bookmarked the standard sections that apply to most circumstances.  Clicking on each bookmark topic will take you to the appropriate segment of the organizer.  However, you should take the time to review the index to determine if additional topics may be relevant to your current position.  For example, you should fill out additional information if you have recently bought or sold property, if you have moving expenses, if there are issues regarding your children, if your are a shareholder or partner in a company, etc.

Please contact our office for an up to date organizer .  Then, submit your data to our office via mail, fax, or email, along with copies of your most recent W-2s, K-1s or 1099s.  After we have received the necessary material, we will contact you and begin the tax preparation process.

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