Client Downloads
Client Downloads
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Below are copies of blank tax organizers, as well as other forms you may need. If you misplaced your original, or need additional organizer pages, please feel free to print them for your use. Blank Tax Organizers Below is a copy of a blank tax organizer. If you misplaced your original, or need additional organizer pages, please feel free to print for use in completing the forms for use in preparation of your income tax returns.Consent to Disclose Tax Return Information In order to provide tax return information to third parties, we require the Consent to Disclose Tax Return Information be completed and signed by the Taxpayer. Non-cash Charitable Contributions Guidelines The attachment includes suggested guidelines for valuing your non-cash charitable contributions. Please note that you are responsible for valuing any contributions you make, as well as obtaining appraisals where required. Please contact us for more information.
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