Client Downloads

Below are copies of blank tax organizers, as well as other forms you may need.  If you misplaced your original, or need additional organizer pages, please feel free to print them for your use.


Blank Tax Organizers

Below is a copy of a blank tax organizer.  If you misplaced your original, or need additional organizer pages, please feel free to print for use in completing the forms for use in preparation of your income tax returns.

2015 Tax Organizer

2016 Tax Organizer

2017 Tax Organizer


Consent to Disclose Tax Return Information

In order to provide tax return information to third parties, we require the Consent to Disclose Tax Return Information be completed and signed by the Taxpayer.

Consent to Disclose Tax Information


Non-cash Charitable Contributions Guidelines

The attachment includes suggested guidelines for valuing your non-cash charitable contributions.  Please note that you are responsible for valuing any contributions you make, as well as obtaining appraisals where required.  Please contact us for more information.  

Non-Cash Contributions