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Organizer


In order to compile your tax package we will need a completed Tax Organizer.  Please fill in the information below and we will e-mail your Organizer to you within 24 hours. 

E-mailed Organizers will be sent in Adobe format (.pdf) allowing you to enter your information by tabbing through the fields.  You can then either e-mail it back to us as an attachment, or print it out and mail it along with your paperwork.  Be sure to keep a copy for your records.


 
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