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Tax Organizer

Tax Checklist & Organizer

Existing Clients
Please call or contact our office at (480) 802-5636 and we will email you a tax organizer form with your prior year’s data.

New Clients
Please refer to our Checklist above. Print and complete the Tax Organizer and upload to the portal and drop off with  your tax documents at the office

Contact Info


1839 E Queen Creek Rd, Suite 4
Chandler, AZ 85286

Phone Number

(480) 802-5636

We are always ready

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