Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office.
Corporation Tax Organizer
The corporation tax organizer will facilitate the process of compiling together the tax information to complete the companies financial statements and tax returns. This assists us with accuracy. The corporation tax organizer is designed for new clients and allows you to provide us with the correct information right on the screen. You can print the completed tax organizer and email it to our office or bring it to our next meeting.