Individual

Our tax organizer will help you assemble your tax information and make sure you don't miss any important deductions.
 Feel free to contact the office for a personalized organizer, or to request that one be mailed to you. 


2020 Individual Tax Checklist

2020 Individual Tax Organizer

529 College Savings Plans


You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.