Tax Organizers
We did a mailing in early January, advising our clients that if they would like an organizer to send us an email request. If you are a new client, we can provide a blank organizer to assist in gathering your information.
Charitable Donation Work Sheet
We have created a downloadable excel spreadsheet for calculating your charitable donations. Click here to download Spreadsheet, all you need to do is enter the number of each individual item donated and the worksheet will calculate your total deduction.