Income Tax ● Accounting ● Small Business

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.