Nov 20, 2018
Request Client Organizer

The Client Organizer is designed to help you gather tax information needed to prepare your personal income tax return. We have preprinted certain information from your previous personal income tax return to help you complete the organizer with minimal time and effort.

The three types of client organizers are as follows:

  • Paper Organizer: a printed copy of the organizer that would be available at our office.

  • Email Organizer: a PDF version of the organizer that would be emailed to you.

  • Web Organizer: a web based version of the organizer that would be reached via internet.

If you wish to receive an organizer, fill out the information below and our representatives will send it as soon as possible.

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