Tax Organizer, Worksheets, and Checklists

Our tax organizer, worksheets, and checklists will help you gather your tax information and ensure you don't miss any important deductions.

Please complete the following steps to take advantage of these helpful items.

1. Click on the "View" button you are interested below to bring up the documents in a new window.

2. Print the organizer or checklist by clicking the printer icon on the the top of the screen.

3. Fill out all the information you can.

4. Call or email us to schedule a meeting.

5. Bring the completed worksheet and all supporting documents to the meeting.

Plan and Office Polices

Checklists, Organizers, & Worksheets

 Engagement letter

Worksheets