Free Individual Income Tax Organizer

Our Tax Organizer will help you organize your tax information and make sure you don't miss any important deductions or credits.

Please complete the following steps to take advantage of the Tax Organizer:

  1. Click on the "View Tax Organizer" button to bring up the organizer in a new window.
  2. Print or Save the organizer to your computer for later access.
  3. Fill out the organizer as best you can. Or, use it to prompt you to gather the required documents and information. We want you to use it in the way that helps you most.
  4. Call us to schedule a meeting.
  5. Bring the completed Tax Organizer and all supporting documents to the meeting.


You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Please contact us at the office any time if you have questions.