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Tax Documents
Our current clients will receive their 2009 Tax Organizers in January of 2010.
The Tax Organizer will contain forms based on your 2008 tax information, plus some standard forms we send to all clients. If your tax situation has changed and you would like a form to guide you in submitting information, we have provided blank forms in the Organizers link, below. All form descriptions have been book marked. Just find your situation, print the page and include it with the remainder of your tax documentation. It's also word searchable for your convenience.
Are you a new client of our firm? We welcome your business. If you would like to get a head start, please make sure you include the following pages found in the Organizers link, above:
- Cover sheet (first page)
- Engagement letter (pages 2-3)
- Questions (3 pages)
- Personal information, Dependent(s) and Wages page
- Electronic Filing page
- Direct Deposit and Withdrawal page

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