New Tax Clients:
If you are a new client, you may find downloading a tax organizer helpful in getting together the information we will need to prepare your return. If you have an appointment to meet with us, please bring this completed organizer, all tax documents you have received (e.g., W-2's, 1099's, 1098's, K-1's) as well as your last year's return, which will help us to ensure the most accurate results for you. Note: For your convenience, the organizers on this page are fillable online, so you can complete the forms online and print them out.
NOTE: Any pages of the documents which do not pertain to your situation may remain blank.
Click below to download your organizer.
If you are self-employed, in addition to the above, please fill out this organizer:
If you own rental property, please fill out this organizer:
If you have a farm, please also fill out this organizer: