Using a tax organizer to give our team your tax information can help you identify what documentation we may need to prepare your return and keep it in a centralized location. These organizers are specifically set up so that they help minimize the time we spend trying to look for the information you give us, which can mean a savings for you.

If you wish to fill out these organizers to submit to our office digitally, we recommend PDFGear. Click HERE to download.

NOTE: Copies of the current year’s Engagement Letters are located at the bottom of this page