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.
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