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

2021 Client Organizer

The above is a blank organizer.  We sent out personalized e-Organizers to many of our 2020 clients with client specific data and information.  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.