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Organizer

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2016 Individual Income Tax Organizer and Engagement Letter For New Clients

2013 Income Tax CPA Organizer & Accounting Engagement Letter

This generic Tax Year 2016 organizer is intended for New Individual Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.

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Accurately Complete Your Organizer

Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. 

By taking the time to confirm you have all of your source documents—or at least discover what you need to attain—you ensure the accuracy of your return, and minimize your expense.

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