Our Tax Organizer will assist you in collecting and reporting information necessary for you, another tax professional, or us to properly prepare your 2009 income tax return.

Please note that all sections, and specific items in each section may not apply to your current situation. By completing the organizer as thoroughly as possible will lessen the chances you may miss some income or deductions.

Click the button below to download the Adobe PDF version of our organizer.

 

You are also welcome to use our "Online Organizer" which you can print or submit to us for collection of your information.