Free Tax Organizer
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 "2020 Client Tax Organizer Questionnaire" link 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.
- 2020 Client Tax Organizer Questionnaire
- 2020 Client Tax Engagement Letter
- 2020 Home Office Expenses Organizer
- 2020 Auto Expenses Organizer
- 2020 Rent and Royalty Property Organizer
- 2020 Schedule C Organizer
Please contact us at the office any time if you have questions.