Reducing Your Taxes, Achieving Your Financial Goals - That's What We're All About

Tax Organizer

Organize your tax information with our free Tax Organizer.

After you schedule your tax appointment, please print and fill out the organizer. Bring the completed organizer with you to your appointment.

You will need the free Adobe Reader to view and print the organizer.

If you do not have Adobe Reader installed on your computer, you may download it without charge from the Adobe website.

Get Acrobat

For assistance in downloading and using the software, please refer to the Adobe Reader Troubleshooting Guide.

Open Tax Organizer

Contact Us

191 Post Road West
Westport, CT 06880
Phone: (203) 762-9175
Fax: (360) 404-7390