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Free Tax Organizer

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.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Gregory & Associates, CPAs, PC 2019