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…