Request Your Tax Organizer

Request Your Tax Organizer

Taxpayer First & Last Name *

Spouse First & Last Name

if married

Client Status *

Current Client (Actively Using Our Services Each Year)

New Client (New To Our Office)

Returning Client (Past Client Coming Back After Period Of Inactivity)

For returning clients please use the notes section of this form to indicate how long its been since you were with our office.

Tax Organizer Choice

Organizer With My Active Deductions (Current Client)

Electronic Organizer Fill-In E-worksheet (Current Clients Only) *PC only not Apple compatible.

Standard Organizer W/Personal Deductions (New or Returning Client)

Standard Organizer W/Business (New or Returning Client)

Standard Organizer W/Rental Properties (New or Returning Client)

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 *

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

Lois Wagner

Russell Landon

Marietta Beck

Jack Landon

Not sure

Notes: Please list any special requests or important information