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Tax Organizer

Efficiently gather your tax information

Downloadable organizer

Please select either our entire 2018 tax organizer or specific organizer pages to download a PDF file that you can print, fill out, and then transmit to us.

Entire Organizer

Questionnaire

Business Income

Rental Income

Retirement Income

Itemized Deductions

Need More Information?

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SERVICES

  • Tax Preparation
  • Cloud Bookkeeping
  • Wealth Management
  • Consulting & Advisory

RESOURCES

  • Hawaii Tax Resources
  • Track Your Tax Refund
  • Tax Organizer
  • Engagement Letters
  • Information Release
  • New Client Forms

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