CLIENT TAX ORGANIZER

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen.* You can then print the completed tax organizer and fax or mail it to the office or bring it with you to your appointment.    Current clients should contact the office via e-mail or call to request a "Taxworks" tax organizer that includes prior year information and carryover data.

*Information will not be saved if form is closed you MUST print the form once you have it filled in.

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