Tax Prep Forms
These organizers will ensure you have the correct documents to expedite the completion of your return. We ask our clients to complete the appropriate organizers annually.
You may attach them to the front of the tax documents you bring into the office OR submit them via email. (All Detailed Organizers are editable PDFs.)
You may attach them to the front of the tax documents you bring into the office OR submit them via email. (All Detailed Organizers are editable PDFs.)
Organizers for Personal Returns
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Organizers for Business Returns
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