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Tax Organizer

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Make sure you don't miss any important deductions, our tax organizer will help you organize your tax information


Please downloand our 2020 Client Tax Organizer here.

You will need Adobe Acrobat reader to view and print the form. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.


We always welcome all of our clients, new and existing, to schedule an appointment to deliver and review their data.

If your return is fairly simple and you determine a meeting is not necessary, simply drop off your completed form with supporting documents to our office or you can email them to us at

 If your return is complex or if you have issues that you would like to discuss with us, we encourage you to schedule an appointment at your earliest convenience, even if your return cannot be completed yet. 

To schedule an appointment please call (256)650-0711 or email us at Please contact us at any time if you have questions.