Organize your tax information with our free Tax Organizer.
After you schedule your tax appointment, please print and fill out the organizer. Bring the completed organizer with you to your appointment.
You will need the free Adobe Reader to view and print the organizer.
If you do not have Adobe Reader installed on your computer, you may download it without charge from the Adobe website.
For assistance in downloading and using the software, please refer to the Adobe Reader Troubleshooting Guide.
1922 The Alameda, Suite 318
San Jose, California 95126
Fax: (408) 445-1709
- American Institute of CPAs
- California Society of CPAs
- National Association of CVAs
- National Association of Enrolled Agents
- National Society of Accountants Inc.
- Accreditation Council for Accountancy and Taxation Inc.
- International Association of Financial Planning
- National Association of Tax Professionals