2017 Tax Letter and Tax Organizer

Please click on the images below to download copies of the 2017 Tax Letter and Tax Organizer. 

**The Tax Organizer can ONLY be printed out and filled in; SCAN in and send to our office if sending via our Portal. **

***Instead of scheduling a meeting to go over your tax information, consider uploading your important documents to our secured Portal instead. For all users, please click here for step by step instruction. ***