2009 Client Tax Organizer

This Tax Organizer is designed to help you properly report the information we need to accurately prepare your income tax return. Please complete this organizer in full to the best of your ability. If you need assistance, please do not hesitate to contact us. Please note that this is a basic organizer and depending on your responses, there may be additional information you may need to supply us with.

Thank you.

1. NOTE TO RETURNING CLIENTS: If there have not been ANY changes from last year, please fill in your First and Last Name in the Contact section then fill in the bubble below to indicate there have been no changes, then scroll to the last page of this organizer and print your name and date and submit.

No changes from last year.

2. Contact Information

First Name

Last Name

Street Address

Apt/Suite/Office

City

State

Postal Code

Date of Birth

Email Address

Home Phone

Mobile Phone

Occupation

3. Client Type

	New
	Returning

4. If you were referred, please provide their name here.