Tax Organizer Request

 

What is Tax Organizer?
A tax organizer is a customized list based on your prior year tax return information.

Why should I use the Tax Organizer?

 

  • By using the previous year’s tax details, it become easier for you to figure out this year’s filing amounts and the necessary documents to gather for your accountant.

  • If you utilize the tax organizer to help you prepare the tax documents to give to your accountant, you may be able to receive a service charge discount by filing early or by one appointment completion.

 

 

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