Below is a copy of our basic taxpayer organizer from our firm which will assist you in organizing your documents to prepare for your tax return. This organizer can be filled out and delivered directly to our team to better assist you in your preparation of tax documents!

Please download and view this checklist to make sure you have all necessary documents prepared and ready before proceeding with our team

Please let us know if you have questions:

Click Here to Get the 2017 Basic Taxpayer Organizer