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Click below to download a blank Tax Organizer.
Client_Organizer10.pdf
It is again time to gather the information needed to prepare your income tax returns. The organizer available above will help you to assemble your tax information and make sure you don’t miss any important deductions.
Be sure to visit other pages of our website which includes resources such as the ability to track your refund, informative articles and interactive financial calculators.
If any questions arise as you complete your Organizer, please call, email or note them on your Organizer. In order that we may efficiently schedule our time, please return your completed Organizer with all required documentation by March 21, 2011. Every effort will be made to complete preparation of tax returns received after that date; however, in some cases, filing of extensions for additional time to file may be necessary.
We will be happy to assist should you need help with an unusual transaction or if you’d like to discuss your tax situation, estate, or tax planning. We’re here to help, so if you’d like to schedule an appointment, call and we’ll arrange one immediately. Evening and weekend appointments are available.
As in any other business, we enjoy the opportunity to meet new people and make new friends. We hope you will tell a friend about our firm.
We look forward to servicing your tax and accounting needs this year.
Maixner, Maixner & Company
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