Tax Organizer & Client Agreement
Please provide detailed information below to commence tax preparation services. Once submitted, a team member will contact you with information regarding furnishing your tax documents.
Paper Organizers
(Digital Option Below)
If you prefer a paper copy, please download the organizer based on the type:
Individual Tax Organizers
*Short Form should be used for simple returns
*Long Form for more complex tax matters (foreign income, elections, etc.)