Our tax organizer will help you organize your tax information and make sure you don’t miss any important deductions.

​

Please complete the following steps to take advantage of this tax organizer.

​

1. Click on the “Tax Organizer” button below to bring up the organizer in a new window.

2. Print or download the organizer to fill out.

3. Fill out all the information you can.

5. Bring the completed tax organizer and all supporting documents to us or upload to the website.

6. If uploading, click on the "Upload" button at the top of the page and attach the document with al the required information. Then Press "Submit" when complete.