Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
Please contact out office before you complete the tax organizer.
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
Please contact us at our Roslyn, Long Island office any time if you have questions.