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Tax Organizer

Returning Clients

Returning clients should receive an organizer which will let you know what information we need to complete your current year tax return. If you have not received this information, please contact our office and we will get it out to you as soon as possible.


Would you prefer to receive your organizer by email?

Email us at to let us know.  Your organizer will be sent to your email address automatically with personal information such as social security numbers masked.

Emailing of organizers saves time, reduces paper waste, and is more efficient overall.



New Clients

If you are a new client, click the link below for an organizer which will help to expedite the tax return process. It also lists the information which we will need from you. You need only complete the areas that you feel apply to you. If you have any questions, please contact our office.

New Client Organizer