Client Exchange

Tax Organizer

The Tax Organizer is designed to help you conveniently gather the tax information needed to prepare your personal income tax return.  It covers most of the income and deductions many taxpayers have on their taxes.

As always you can call us if you have any questions


Or send us an email

Click on the link below to open the organizer for your 2017 tax returns.

We encourage our clients to utilize the annual Tax Organizer as it is the best way to have a problem-free tax return, because it contains the most up to date information.  When using a Tax Organizer, our clients have found there are fewer instances where there is missing information and their taxes need to be amended.