Our tax organizers will help you organize your tax information and make sure you don't miss any important deductions.

 
Please complete the following steps to take advantage of this tax organizer.
 
We have a long complete organizer and a short one this year.  We have also added some area specific organizers for those who may want to use one of those instead of the long or short organizers.
 
1. Click on the one of the buttons below to bring up that organizer in a new window.
 
2. Print the organizer by clicking on the printer icon on the top of the screen.
 
3. Fill out all the information you can.
 
4. Call us and schedule a meeting.
 
5. Bring the completed tax organizer and all supporting documents to the meeting.
 
 
Area Specific Tax Organizers
 
     i.    Auto

     ii.    Business

     iii.   Farm

     iv.   Foreign Resident

     v.   Home Office

     vi.   Ministry

     vii.  Rental

     viii.   State Tax Organizer

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Please contact us at the office any time if you have questions.