• Personal Tax Organizer
• Small Business Tax Organizer
• Rental Real Estate Organizer

Please complete the following steps to take advantage of these organizers.
 
1. Click one of the links above to bring up the organizer in a new window. 
 
2. Fill out the form directly on your computer or mobile device.
 
3. Save the edited PDF file to your computer and send it to us through SecureSend

4. Alternatively, you can print the organizer and bring it with you to your appointment.
 
You will need Adobe Acrobat reader to view and print the forms. 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.