Get Ready for Tax Season, Gather your Information

To help you prepare for your tax interview, we have prepared this 2015 Tax Organizer.

  1. Begin by downloading the 2015 Tax Organizer.
  2. Print out the .PDF file. (A PDF reader is necessary to open the file – you may download one here.)
  3. Complete the organizer as thoroughly as possible. If you have any questions, please contact our office.
  4. Return the completed file to us at your tax meeting (click here to Schedule a Meeting) or you can scan and upload the document to our Secure File Portal.

Most people will only need to complete this Tax Organizer, however if your tax situation is more complex, we may ask you to furnish us with more information about your tax situation.