PDF Download

Scroll down to read more relevant info about the 2021 returns before downloading.
Click To View

2021 Tax Organizer Packet

The enclosed packet has been prepared to assist you in gathering information for your 2021 tax return. Please review the entire packet and answer any questions that apply. Please download and save the PDF file to your PC before completing or you will lose all information entered.

2021 Tax Organizer

This tax packet is PDF fillable or may be printed and completed by hand. Please review the entire packet answering the questions that apply. Please include all tax documents along with the organizer and two-page signed engagement letter. You may send your tax packet by US Mail, the secure web portal, drop off or hand deliver to my office located in Lafayette Village (Falls of Neuse & Honeycutt Roads).