Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions during tax preparation.  
 
Please complete the following steps to take advantage of this tax organizer.
 
1. Click on the "2018 Tax Organizer" button below to bring up the organizer in a new window. If you have a small business, rental property or a farm please complete the additional organizer as well.
 
2. Fill out all the information you can.
 
3. To schedule a time for us to visit please call 816-220-2001 or schedule online. 

4. Bring the completed tax organizer and all supporting documents to the meeting or you may use our Client Secure File Portal to send us your organizer and supporting documentation.