2019 Client Tax Organizer
2019 Client Tax Organizer
Instructions: (1) Expand the Spreadsheet below by clicking top right corner. (2) Download spreadsheet (3) Fill out all forms as necessary for your tax situation (4) Upload to CLIENT PORTAL - (5) Answer All relevant questions regarding Foreign Accounts located at this LINK.
Instructions: (1) Expand the Spreadsheet below by clicking top right corner. (2) Download spreadsheet (3) Fill out all forms as necessary for your tax situation (4) Upload to CLIENT PORTAL - (5) Answer All relevant questions regarding Foreign Accounts located at this LINK.
Tax Organizer for 2019 tax year.xlsx