One of the most difficult and dreaded tasks is that of organizing one’s information for the tax return.  It can be time consuming and frustrating to gather the information once a year for taxes.  Think how much easier it would be if there were some guide to assist in accomplishing this task.  This is what a client organizer can do.  It functions as a guidebook in prompting the client to bring together all of the items of income and deduction for the tax return.  It even questions the client, looking for possible deductions that may be overlooked.  The client organizer is available in paper form to be filled out and sent in.  Or it can be done on-line and transferred to the accountant over the internet using client portals.  What could be easier?  Please contact us to see how client organizers can take the stress out of tax time.



130 S. Main St. // Suite 202 // Bowling Green, Ohio 43402 // (419) 354-3405 // 1-877-354-3405
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