Tax Organizers

Below are the tax organizers available for download. Please download the version most compatible with your available software.  Complete only the sections that apply to you.  Send or bring the completed form to our offices. Please do not send your receipts. You must have proper receipts to substantiate all of the expenses that you are claiming.  We need to verify that you have the necessary records, but we do not keep them in our offices.  We will not claim any expenses on your tax return which are not allowed by current Internal Revenue Code and for which you have no substantiation.  If you have any questions regarding the legality of your deductions, please contact us; and we will gladly answer your questions.  Just total your expenses by categories and complete our forms.  Keep your receipts for your records as proof of your deductions.  You and your spouse (if applicable) must sign your tax organizer before you mail it to us.  By signing your tax organizer, you are certifying that you have adequate records proving all items you are claiming and that all information you are providing us with is correct.  Please call us if you have any questions at 717-790-0697. DUE IDENTITY THEFT PROTECTION MEASURES WE MUST NOW ALSO HAVE A COPY OF BOTH THE TAXPAYER'S & SPOUSE'S DRIVER'S LICENSE OR PASSPORT.YOU MUST ALSO INCLUDE YOUR 1095 A, B, OR C FORM AS PROOF OF HEALTHCARE COVERAGE.  Without these items we cannot file your taxes. PLEASE SEND US YOUR LOCAL TAX FORMS ALSO.

PLEASE DOWNLOAD THE INSTRUCTIONS FOR COMPLETING THE TAX ORGANIZER ALSO.

CLICK HERE TO DOWNLOAD THE 2023 MUST READ LETTER

CLICK HERETO DOWNLOAD 2023 EFILE OPT OUT FORM (only if not efiling)

CLICK HERE TO DOWNLOAD THE 2023 TAX ORGANIZER (pdf format)