As we welcome the New Year, we also look back on 2001 and begin preparations for filing income tax returns. To assist you, we have prepared a personalized Client Tax Organizer. By completing this organizer you will help us prepare your return more accurately and minimize your tax liability. Please attach all the applicable tax documents listed on the cover sheet and return the completed organizer at least one week before your appointment. We will then be able to have a more successful meeting with you.
Thank you for taking the time to send us this important information.