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Tax Organizer Forms


Our tax organizers will help you organize your tax information and ensure you get all critical deductions during tax preparation.  

Please complete the following steps:
 
1. Complete our "Client Intake Forms" below. Please complete the additional organizer if you have a small business, rental property, or farm.
 
2. Review the "Tax Preparation Checklist" for supporting documents you might have received.
 
3. To schedule a time for us to visit, please call 816-220-2001 or schedule online

4. Bring the completed client datasheet and all supporting documents to your appointment, or you may upload them to our Secure Client Portal.

<h2>Schedule an Appointment</h2>

Schedule an Appointment

Have questions?  Ready to get started?  Schedule a time today.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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