Tax Organizer

This blank form-fillable pdf version of our tax organizer is now available for your use.  It is simple to use if you have Adobe Reader installed.  While it is not personalized for your return you may find it easy to fill in your detail on this and then upload it to us once complete.

1.  Download or open the Tax Organizer and fill it out.  When you finish save the file. 
2.  Come back to our website and upload the completed Tax Organizer by clicking on Client Login
 found at the top right of our home page.
3.  Click Secure Upload and follow the prompts for uploading the file.

Should you want to explore another personalized option for your return with us, please give us a call so that we can help you find the best solution for you.

Your business is very much appreciated.  Any of your friends or associates would be welcome. We like to earn your referrals. 

Respectfully yours,

Jean Hawkins
Tax Managing Partner