Organize Your Tax Information
The Tax Info Organizer will help you gather your tax information to expedite the return preparation process.
- Click here to view the Tax Info Organizer (you may save a copy as well)
- Print the Tax Info Organizer
- Fill out the Tax Info Organizer with your relevant information
- Bring the completed Tax Info Organizer and supporting documentation to your scheduled appointment with us
Note: Adobe Acrobat Reader is required to view the Tax Info Organizer. If you do not have Acrobat Reader installed, click here to download and install.
Tax Resources
