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Tax Organizer,

Makes Tax Time a Breeze


A tax organizer can help you big time by facilitating the process of pulling together your tax information.

This basic organizer is designed for new tax or bookkeeping clients and allows you to enter your information right on the screen. (Although you won't be able to save it)

You can then print the completed organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" organizer that includes prior year information and carryover data.

Click here for your free Client Tax Organizer

Please make sure to fill in the form completely. Don't forget important details like your date of birth as I will not be able to e-file without it.



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