Client Tax Organizer

A Convenient, User-Friendly Way To Organize Your Tax Infomation

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients can request a 'proforma' tax organizer that includes prior year's information and carry over data.