Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
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.
Please contact us at the office any time if you have questions.