Within the next couple of weeks you should be receiving an important tax package from our office. For your reference, we have included links to the documents included in the package below.
NOTE: These are interactive forms. If you wish, you may insert any applicable information. Then you may either print out a hard copy of the form and mail it to us or email it to us in PDF format.
- Blank Individual Organizer
- Important Notice Regarding Client Copies of Your Returns
- Important Notice Regarding Foreign Bank Account Disclosure Filings
Once you have completed the individual tax organizer and have received all of your government tax documents, please forward these items to our office.
PLEASE NOTE: To ensure timely filing of your tax returns without extensions, please supply us your information no later than Monday, March 3, 2014.