Tax Organizer
Instructions
Click on the desired organizer file below and please type all relevant information in the spaces provided on the form.
On-line Tax Organizer
On-line Rental Properties Tax Organizer
When finished, save the completed organizer to your computer. We recommend saving the file to your desktop to make it easer to locate later. The Tax Organizer file name will be automatically saved as “taxorganizer.pdf”
When you are ready to send your completed organizer to us, you may use either method below.
E-mail Organizer
Create an e-mail to us and attach your saved Tax Organizer file to your e-mail by clicking Insert, File Attachment and send to: