2020 Tax Organizer Cover

In preparation for the 2020 tax filing season, you will find our 2020 Tax Organizer, which may be used to help you compile information needed for your taxes.

You may download and/or print this document to help you collect information needed when speaking with us about your tax filing.

If you have any questions about filing your 2020 taxes or need help with financial planning and preparation for 2021, contact us.