Phone: (952)546-8708

Free Tax Organizer

FOR NEW CLIENTS, we have two options for your free tax organizer:

  1. Following the instructions below and print your organizer in an Adobe format.
  2. Visit the tab on our web site "Tax Notebook" to enter your information online.

The free tax organizer below will help you organize your tax information and make sure you don't miss any important deductions.   

Please complete the following steps to take advantage of this 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 at 952-546-8708 to schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.

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

FOR CURRENT CLIENTS:  You will receive a paper organizer by mid-January.  Or you can receive an online organizer with prior year's information already entered, which will be a good guideline for the current year's information. 

If you would like the Online Organizer , please send an email to:  An organizer will be transferred to the CLIENT PORTAL.  The CLIENT PORTAL is on this website's HOME PAGE.  Send an Email  or call our office and talk with Phyllis (952-546-8708) for more information about the Online Organizer.

Please contact us any time you have questions.

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