Tax Organizer

For your convenience, we have prepared this page to improve the flow of processing income tax returns. Tax Organizers can be filled-in and sent to us electronically along with the supporting documents. Select the packet that best fits your needs and complete all relevant sections.

Because fees for processing tax returns are based on forms included and time required to complete your return, we ask that you take time to make certain you include all necessary information in order to keep your fee at a minimum.

If we will be preparing your returns for the first time, please provide us with your prior year’s (2021) tax returns.

If you will be mailing or dropping off information, please do so at the following locations:

Midlands: 1704 Laurel Street, Columbia, SC 29201

Upstate: 125 W. Stone Ave, Greenville, SC 29609

If our offices are closed, please use our secure drop boxes located in our courtyard (Columbia) or at our front door (Greenville) to drop off your records.

*Tax Organizers will be sent by January 31. Existing clients may request an organizer that includes prior year date to assist with comparison purposes. Please email, so we may provide you with your personalized document. Once requested, an organizer will be emailed to you within 24 business hours.*

Should you have any questions, don’t hesitate to give us a call at 803 799.0555 (Columbia) or 864 271.7503 (Greenville).

Tax Organizers are to provide guidance in gathering relevent information. Simply fill out and print only the pages that are relevant to you.