Get a Head Start on Our First Meeting

Our tax organizer will help you collect your tax information and make sure you don't miss any important deductions. You are not required to complete this form before our first meeting, but if you choose to, it will help you save time and money, and help us help you more efficiently.

  1. Click to download the Tax Organizer
  2. Print the organizer by clicking on the printer icon at the top of the screen.
  3. Fill out as much information on the form as you can.
  4. Contact us to schedule a meeting.
  5. Bring the completed tax organizer and all supporting documents to the meeting.

You will need Adobe Reader to open and print the form out (most people already have Reader installed). Please contact us if you have any questions.