Tax Organizer

NEW CLIENTS

A tax organizer is a detailed questionnaire that helps a new client collect data needed by our firm in order to prepare their tax return accurately. We also ask for a copy of the previous year's tax return for our records. That data provides continuity from that year to the next in order for us to verify any questions or information that may be missing.

Download the PDF, fill out before your appointment, and bring with you to save time and money. 

EXISTING CLIENTS

Contact our office at 636-937-6676 to request your tax organizer or use the following form to contact us.  Please do not include your social security number, account numbers, or other secure information in this form.  We will provide you access to our secure portal once we receive the information below.

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