This Tax Organizer will help you organize tax documents and information and make sure you don't miss any allowable deductions. (You will need Adobe Acrobat reader to view and print the form.)
- Click on the “Open Tax Organizer” link below and print the Organizer.
- Complete the organizer with your information.
- Call to schedule an appointment.
- Bring the completed tax organizer and all supporting documents to your appointment.
Click Here to Open Tax Organizer
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