VA Office: 703-461-8222

TX Office: 214-247-7100

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Tax Organizer

Our tax organizer helps facilitate the process of pulling together your tax information.

If possible, please bring your completed tax organizer with you to your tax appointment.

Complete the Organizer Form to ensure rapid completion of your return. You can email it to us as a PDF or you can print it and bring it with you when you meet with us.

To request for your organizer form, fill out the request form below: