If you need to track mileage and/or other expenses, we've included a guide to some of the popular expense tracking apps currently being used by our clients.
Please complete the following steps to take advantage of this tax organizer.
1. Click on the "View Expense Tracking" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.
Please contact us at the office any time if you have questions.