2021 Tax Organizer

We want to help you get ready for your tax return preparation for 2021.  Here is an organizer you can use to make sure you gather all the needed documents.  Not everyone will use all of the sections; we wanted to include as many as we could to help trigger the information needed to do your tax return.  Remember, all tax documents will be mailed to you in January for the previous year so make sure you put them all in a safe place, or go ahead and upload them to our secure portal as soon as you get them.