Request Your Tax Organizer

Request Your Tax Organizer

Taxpayer First & Last Name *

Spouse First & Last Name

if married

Are You A New Client ? *

Yes

No

Are You A Returning Client We Used To Do? *

Yes

No

If Yes Please Use The Note Section Below To Indicate The Last Year We Filed.

New Clients & Past Clients Coming Back Please Choose Your Organizer Type

Standard Organizer W/Personal Deductions

Standard Organizer W/Business

Standard Organizer W/Rental Properties

Standard Organizer W/Stock Sales & Dividends

E-Organizer (Enter Data & Email Back To Preparer)

Email Address *

please list an email address in case we need to contact you.

How Do Your Want To Receive Your Organizer? *

Mail My Tax Organizer (USPS)

E-mail My Tax Organizer

E-mail My Electronic Organizer (Fill In On Computer)

Cell Phone Number *

For Verification If Information Does Not Match

If You Are A Current or Returning Client Who Prepared Your Return Last? *

Lois Wagner

Russell Landon

Charli Allsup

Not Sure

Notes: Please list any special requests or important information