Tax Organizer

Whether you’re a new client or a familiar face, feel free to use our handy Tax Organizer to get you ready for the season. Available in both:

Word.doc

PDF format

Fill in the areas you have. Ignore the areas you don’t. And feel free to call us if you have questions…

Smart Vault

Now you can upload your tax docs to us! Visit the Smart Vault page in the menu or click this line.    Need to make an appointment but don't have time to call? Text us for an appt at 717.759.4227
Need FAQ, Info or Help? Ask us about...

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Local IRS Offices

York
2670 Industrial Hwy, York, PA 17402
Monday-Friday 8:30am - 4:30pm
(Closed for lunch 12:30pm - 1:30pm)
(717) 757-4977

Harrisburg
228 Walnut St, Harrisburg, PA 17101
Monday-Friday 8:30am - 4:30pm
(Closed for lunch 12:30pm - 1:00pm) (717) 777-9650

Lancaster
1720 Hempstead Rd, Lancaster, PA 17601
Monday-Friday 8:30am - 4:30pm
(Closed for lunch 12:30pm - 1:00pm)
(717) 291-1994










NATP

National Association of Tax Professionals

Designed and Maintained by Dr. Webber

Copyright ©2009-current. All Rights Reserved.