The 2023 Tax Organizer PDF documents have now been made available on our website. Please download, complete the appropriate form(s) and bring the printed copy with you along for your tax planning session.
We have officially released the 2022 Individual Taxpayer Organizer. Please complete this form and bring the printed copy with you along with your tax documents when you are ready. We are in the process of setting up an online secure portal. You can find the link to the PDF file below.
