ORGANIZERS (PDF)
Please use the following PDF organizer(s) when mailing or dropping off your tax documents. If you’re a new client, please include your last tax return for reference.
Do you prefer our online, step-by-step organizer? Click here.
All organizers updated for 2023 – Now with an easy “Check if same as last year” box.
Note: All handwriting must be clearly printed. Thank you!