Tax Organizers

 

Our tax organizers will help you organize your tax information and make sure you don't miss any important deductions.

 

Please complete the following steps to take advantage of this tax organizer.

 

1. Select the Client Information Form.

 

2. Print the organizer by clicking on the printer icon on the top of the screen.

 

3. Fill out all the information you can.

 

4. Select the Tax Organizer Form and repeat the same steps as with Client Information form.

 

5. Call us 707.410.8328 and schedule a meeting.

 

6. Bring the completed Client Information form & tax organizer and all supporting documents to the meeting.

 

 

Client Information Form    or       Tax Organizer Form