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My tax organizer is designed to assist you in gathering your tax information, organizing and preparing your income tax returns.  If you are a current client you should have received a personalized organizer from me.  Please contact me if you did not.

Below is a full "blank" organizer along with other common sections needed.

Below are some other resources that may help with your tax return preparation &/or future tax planning:

2016 Tax Organizer

2016 Tax Organizer

2016 Tax Organizer
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Organizer Video

Organizer Video

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