These organizers help you organize and communicate your tax information to your CPA for preparation.
The following annually required forms are being provided here for your convenience. Our hope is that this will save you time and allow us to place your return in line for preparation as soon as possible. If you prefer, one of our staff members will be happy to help you complete them when you submit your information packet.
The following forms are meant to assist you in proactively addressing items needed to complete your packet.