Please print off the attached checklists applicable to your situation and provide them to our office when you bring in your personal tax papers for preparation.
Client Tax Organizer
This basic tax organizer PDF 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.
Quick Reference Charts
These convenient charts provide current "at-a-glance" information about tax rates applicable to individuals and businesses.