Client Organizer Request

Your client organizer packet organizes your prior year tax data.

Although you do not have to fill out your organizer in detail, you will find it a very useful guide that can assist us in efficiently preparing your tax return. Your prior year amounts are shown in the right hand column on each page of the organizer. We can either email or mail you a hard copy of your organizer.

To receive a client specific organizer, you must be a current client.