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Tax Organizer
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You've worked hard to get where you are. You deserve a firm that works hard for you. -
Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits Read more -
Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars. -
We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Use our tax organizer to help you organize your tax information and make sure you don't miss any important deductions.
If you would like to complete the tax organizer and upload to us for preparation, please complete the following steps:
1. Click on the "View Tax Organizer" button 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 as much information as you can. Feel free to put comments or notes.
4. Sign up for client portal.
5. Once registration accepted, upload completed tax organizer and all supporting documents. we will be in touch as soon as we received.
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.