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 the "Tax Organizer" link below to bring up the organizer in a new window.

2. Print the organizer by clicking on the printer icon at the top of the screen.

3. Fill out the sections that are applicable to you.

4. Print out the engagement letter and questionnaire located in the Client Center.

5. Call us at 252-426-9200 and schedule a meeting.

6. Bring the completed tax organizer and all supporting documents to the meeting.

TAX ORGANIZER

Please contact us at the office any time if you have questions.