Any accounting, business or tax advice contained in
communication, including attachments and enclosures, is
not intended as a thorough, in-depth analysis of specific
issues, nor a substitute for a formal opinion, nor is it
sufficient to avoid tax-related penalties. If desired, we
would be pleased to perform the requisite research and
provide you with a detailed written analysis. Such an
engagement may be the subject of a separate engagement
letter that would define the scope and limits of the
desired consultation services.
Don't miss any important deductions! Help us uncover hidden
tax deductions by filling out this form.
Our tax organizer will help you organize your tax
information and make sure you don't miss any important
Please complete the following steps to take advantage of
this tax organizer.
1. Click on the "View Tax Organizer" button below to bring
up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on
the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting
documents to the meeting.