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Tax Organizer

Prior to your tax appointment, please print and fill out our Individual Tax Organizer form and bring it with you to your interview or fax it to us. This will save us time, and you money!

Download our Tax Organizer form here.


"I'm so glad we found you, you're the best and we truly mean that sincerely."
~ Curt & Julie Devoir, Owners, CJ Property Services, Poulsbo, WA


We are a full-service CPA firm offering bookkeeping, computer consulting, financial statements, tax planning and tax preparation in addition to specializing in part-time controller/CFO services to small businesses. Please visit our Services page for a complete list of all that we can provide.