Call us to make an appointment: 704-551-0626

(Please note that you may need to download Adobe Reader in order to get the Tax Organizer.)

Tax Organizer

We have developed a helpful Form to assist with Federal & State Tax returns/audit preparation.Before your appointment with us for your Income Tax preparation, complete the Tax Organizer as completely as possible.Bring all tax Documents (W-2,1099,etc) to our office when you arrive for your appointment.

Download the Tax Organizer here: