Our tax planner makes it easy for you to get everything ready and organized to begin your tax preparation. Please fill in all relevant fields and then save and email the document to us.
Click on the link below to open the Tax Planner editable PDF document.
Once you complete the tax planner, please email it to firstname.lastname@example.org. If you’re an existing customer, and have a log in and password, you can use our convenient upload feature.