Tax Organizer

Download 2017 Tax Organizer

This 2017 tax organizer provided by my office helps clients to gather necessary documents and information vital to completing their tax return. Part of it is a section of questions that can help shed light on possible tax saving opportunities and avoid potential tax traps. This organizer is attached to my copy of your tax return which is required by law to be kept three years. Your records are locked in secure file cabinets and the information on my computer is secure and automatically backed up.

Please mail this questionnaire to my office, the address is located in the footer of this page or on the Contact page.