Client Organizers

GET READY FOR THE UPCOMING TAX SEASON

NEW CLIENT INFORMATION SHEET

If you are a new client please print and complete the following questionnaire prior to your tax appointment.

New Client Tax Information Sheet

CLIENT ORGANIZERS

2023 Tax Season Checklist

2022 Client Organizer

This is a blank organizer.  We send out personalized e-Organizers in January of each year to many of our clients.  These organizers are client specific and will include data and information from your prior year tax return.  If you did not receive one and would like to please email us at office@apL2cpa.com

FOR ADDITIONAL CHECKLISTS AND HELPFUL HINTS FOR PREPARING TO FILE YOUR TAX RETURN, CLICK HERE.