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The Tax Organizer is designed to assist you with preparing your information for our meeting. The Tax Organizer is comprised of seven parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.
To access any of the parts, click on the part number box below. Once completed, you can bring the pages along with any additional or required documentation (listed in Part 7) to our office to prepare your taxes.
Access our Business Tax Organizer
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