Tax Organizer

Tax Organizer  Tax Organizer

Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.

We now have a version of the tax organizer on-line, so that you can fill it out in real-time.  The on-line version is secure, and a password is needed to access it.  No one outside of our office will be able to see your information unless you specifically give them your password.  To view and use the on-line tax organizer View Tax Organizer.

If you prefer to not use the on-line version, you can still take advantage of using the tax organizer by completing the following steps:

1. Click on the "View Tax Organizer" button above to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us at (860) 745-2500 and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.