Downloads

Free downloads to make organizing your taxes easier… 

Tax Organizer PDF format

If you are self employed and need help organizing your income and expenses try downloading our preformatted spreadsheet that will help keep you organized all year.

We do need you to fill out our drop off form and engagement as you do every year.

  • If we ask you to provide documents from another office fill out this form and send to us.
  • If your bank needs a copy of your tax return we need this form filled out

Drop off Form

Engagement Agreement

Pre-formatted Expense spreadsheet

Smart Vault

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