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.

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.

Fill in the areas you have. Ignore the areas you don’t. And feel free to call or text us as 717-759-4227 if you have questions…

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