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 A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data. 

Need a federal tax form? You're in the right place! Browse our easy-to-use library to download IRS forms in PDF format, all ready for filing. We’ve also got plenty of helpful IRS publications, written in plain, simple language to make understanding taxes a breeze. Everything's just a click away and available in PDF to make your life easier!