Many of our clients find this Organizer useful to accumulate and summarize their tax information and it helps us efficiently prepare your returns.
Please gather your 2024 tax documents and either mail, fax, email or simply drop them off at our office. If you do mail or fax the documents, please send an email to let us know how you sent your documents. Once received, we will prepare your return and contact you to discuss the results.
If you have any issues downloading our Organizer or questions, please feel free to reach out to our office.