The forms on this page will be used to help gather most of the information we need to prepare your taxes. All clients will need to complete a tax organizer, however, you may opt to use the online organizer instead of the printed one. You will not need to do both. If you are a landlord, please download the rental property questionnaire.
Your tax organizer is a form/checklist that helps you gather all of the information we will need to do your taxes.