Tax Organizer

For New and Prospective ClientsTax Organizer

For Existing Clients (if we had prepared your last year's returns) — Existing clients may request their Custom Personalized Tax Organizer by e-mailing your request to Please include the e-mail address you would like your Tax Organizer to be sent to and your current phone number.  We will call and confirm your e-mail address and give you the security password to open and print your Tax Organizer.

This organizer will save you time and money by making sure we considered all relevant prior year information and have comparative information for the current year. Also, it helps us recognize any new tax information and situations which are relevant to the current year.

Please bring your completed Tax Organizer with you to your scheduled tax appointment.

If you have any questions, please don't hesitate to call our office at (402) 488-0326.

You will need the free Adobe Reader to view and print the organizer.

If you do not have Adobe Reader installed on your computer, you may download it without charge from the Adobe website.

Get Acrobat

For assistance in downloading and using the software, please refer to the Adobe Reader Troubleshooting Guide.

Designed by Mostad & Christensen