(585) 658-2813 | info@ladelfa.com

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2019 - Individual Tax Organizers

We have found that many clients do not have printers or find it cumbersome to print their tax organizers. This year we have decided to make the Tax Organizer optional.

However, we do ask that you complete the engagement letter, tax questionnaire, and demographic information located below:

2019 - Electronic Tax Organizer

If you would like to receive a client organizer as in the past, we will gladly mail you one. Call our office at (585) 658-2813 and let us know your preference.

 

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2019 - Individual Tax Organizers

We have found that many clients do not have printers or find it cumbersome to print their tax organizers. This year we have decided to make the Tax Organizer optional.

However, we do ask that you complete the engagement letter, tax questionnaire, and demographic information located below:


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