The client tax organizer allows you to enter your information right on the screen. You can then print the complete tax organizer and fax or mail it to our office or bring it with you to your appointment. (Information will not be saved on the form you MUST print the form once you have it filled in.)

To obtain a copy of the 2014 Client Tax Organizer please contact us using the following link:
Contact Us

Documents to Bring to Your Appointment:

-Closing paperwork for the sale or purchase of a home
-Vehicle Registrations
-W-2’s and 1099’s
-Social Security Numbers of children
-Copy of your prior year tax return (if we did not prepare it)
-Child care providers social security number and address with the amount paid
-Tuition statement
-Mortgage Interest Statement
-Student Loan Interest Paid