If you need help organizing the necessary information for the preparation of your tax return, please print out the Client Organizer Form and complete as best you can. If you are a returning client and would like an organizer specific to your tax information please call or email our office and we will upload it to a secure client portal. If you do not have a portal yet please call our office and we would be happy to set one up for you.
*Please note that if you are eligible for the Earned Income Credit please provide proof of residency for your dependents such as school or medical records.
Add-on Organizers for specific individuals