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Organizers & Forms

Organization is key in obtaining the biggest refund and reducing your tax obligation as much as possible. We understand that everyone is organized in their own way, so that is why we have provided a tax organizer for your convenience.

You can provide us all of your tax documents online via our secure Client Portal or you can drop them off. The choice is up to you; you are the customer!

Tax Organizer

The organizer listed below is designed to assist and remind you of information that is needed to prepare your tax return. The number one goal is not to overlook anything so you can maximize your legal deductions.