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Tax Data Organizer

The 2017 Income Tax Data Organizer is an excellent tool to help you gather the information that we will need in order to prepare your tax return.

While the form is comprehensive, it is not all inclusive. Please include any additional information you feel is necessary on page 12.

We encourage you to complete the fillable PDF on your computer and e-mail it to us – there’s an e-mail button right on the form. Alternatively, you can print it out, fill in as much as you can, and bring it in with you.

Click here to download the 2017 Income Tax Data Organizer


Last updated: 01/2018
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