Our tax organizer checklist helps to keep our clients organized and to assist us in preparing tax returns as efficiently as possible. If you are a new client this year, please feel free to print a copy of the organizer to help compile your tax documents and other information. Existing clients will receive an envelope in the mail with the checklist on the back. The envelope can be used to hold and
Our tax organizer checklist helps to keep our clients organized and to assist us in preparing tax returns as efficiently as possible. If you are a new client this year, please feel free to print a copy of the organizer to help compile your tax documents and other information. Existing clients will receive an envelope in the mail with the checklist on the back. The envelope can be used to hold and
