Our tax organizer will help you gather your tax information and make sure you don't miss any important deductions.
If you are a returning client call our office at (801) 506-1110 and we will send you an organizer which includes 2007 comparative data.
Otherwise please complete the following steps to take advantage of this tax organizer.
1. Click on the appropriate link below to bring up the organizer in a new window.
2. Print the organizer.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.
