Help to get you organized
Empower yourself! On this page, you will find our annual organizer that we actually mail to our clients at the beginning of the year to get them ready for the season. This is a full encompasing organizer so there are parts that you may not need, but we promise you, it will have everything that you will need.
TY2023 Organizer
Our organizer that helps you organize your information so that we can prepare your return.
ORG2023.pdf
Adobe Acrobat document [511.7 KB]
Our organizer that helps you organize your information so that we can prepare your return.
ORG2023.pdf
Adobe Acrobat document [511.7 KB]
TY2022 Organizer
Our organizer that helps you organize your information so that we can prepare your return.
organizer2022 (1).pdf
Adobe Acrobat document [276.0 KB]
Our organizer that helps you organize your information so that we can prepare your return.
organizer2022 (1).pdf
Adobe Acrobat document [276.0 KB]
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