Free (very EZ!) Tax Organizer
New Clients—(actually anyone can use this service) use this to get yourself organized for your interview. The Organizer is much more detailed than the drop-off questionnaire and will help prevent inaccuracies and unnecessary return appointments. Planning for your interview with this organizer will help you collect ALL your deductions and expenses as well as not overlook income. Download the PDF 1. Print it out 2. Fill it out as best you can (the interview will do the rest). 3. Bring it and your forms with you for your interview. Prior Year Clients—YOU really get a service! Your Organizer is personalized. How personalized? It will have your last year’s data in it so you know what to look for. Just call or email us to ask for your copy. 1. Call or email us to ask for your Organizer. 2. We will email, snail mail it back to you or you can pick it up at our office in Jackson or Afton. 3. Then fill it out as completly as you can and bring it with you for your interview.
	*	LINE ONE EZ ORGANIZER
		This is a PDF document (288KB, 8 pgs.) CLICK HERE for Adobe Reader.