Download your tax planning documents...

Get ready to file your 2011 taxes!

Download one of the organizers or use the form below to request a customized organizer. Print the pages that apply to you, fill them out, and bring them to your interview. And please do not copy information from W-2 and other forms... just bring originals or copies with you and save yourself some time!

Download a standard organizer and an Arizona questionnaire if you plan to file here.

• Mini Organizer — Good for most people
• Organizer — Best for those who are self-employed or who have a rental property, extensive medical expenses, and/or charitable contributions
• Arizona Questionnaire — A check list that covers some of the areas where Arizona law does not conform to federal law

Request a “customized” organizer.

Your customized organizer will include data from last year’s tax return. I can either send it via e-mail or regular mail.

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Photos by Dawn Kish