Tax Client Organizer
Tax client organizer forms
Tax Client Organizer Forms
Our tax organizers will help you organize your tax information and ensure you get all critical deductions during tax preparation.
Please complete the following steps:
1. Complete our "Client Intake Forms.
" https://bit.ly/48T66tY" complete the additional organizer if you have a small business, rental property, or business use of vehicle. Your client intake form will be submitted directly to us, once you hit the submit button.
2. Review the "Tax Preparation Checklist" for supporting documents you might have received.
3. To schedule a time for us to complete your return 866-210-2726 or schedule online.
4. Bring the completed client datasheet and all supporting documents to your appointment, or you may upload them to our secure client portal prior to your appointment. Please NO email or texting documents!! Documents must be provided securely.
