What is a Tax Organizer?   A tax organizer is a document that provides a road map of information AnderKobes CPA needs from you to complete your tax return accurately.  

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Will the Tax Organizer have my previous year's information?  As long as AnderKobes CPA completed your previous year's tax return, it will provide certain information from the completed tax return to help you along the way in the information we are looking for.  If we did not complete your previous year's tax return, the organizer will be blank.

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Do you have to use or complete the Tax Organizer?  While the organizer is helpful to you in gathering necessary documentation, its totally optional to you in whether you use it or not.  AnderKobes CPA is happy to provide it to you and if you choose to use it or not, we are happy to work with you either way.

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What are the options for getting the Tax Organizer?  AnderKobes CPA is happy to provide the Tax Organizer to you via the following options:

• Via our Client Center, where you will be able to complete it securely.  It will save your information as you complete it online.

• AnderKobes CPA will mail a paper copy of your Tax Organizer to your home address.

• AnderKobes CPA will be happy to hold a paper copy of your Tax Organizer here in our office for you pickup (please note that due to sensitive information being contained in the Tax Organizer, you must be named on the Tax Organizer to pickup a copy in our office).

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Please complete the below form letting us know if you would like a Tax Organizer and how we can provide it to you!

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