Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
Please complete the following steps to take advantage of this tax organizer.
1. Click on "View Tax Organizer" to bring up the organizer in a new window.
2. Fill out all the information you can.
3. Print the organizer by clicking on the printer icon on the top of the screen.
4. Bring the completed tax organizer and all supporting documents to your meeting.
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.
Brentwood office complex: Suite 390 * 216 Centerview Drive, Brentwood, TN