Tax organizer Request
What is Tax Organizer?
A tax organizer is a customized list based on your prior year tax return information.
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.
Please fill out the following information and click “Submit” to request your tax organizer.