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Anliker Financial Management
5348 Twin Hickory Rd
Glen AllenVA 23059

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Tax Organizer

Our tax organizer will help you gather and organize your tax information and make sure you don't miss any important deductions.  Tax preparation and planning services are provided through Michael R. Anliker, CPA, P.C., a separate business entity from Anliker Financial Management LLC.

Please complete the following steps to take advantage of this tax organizer.

Click on the "View Tax Organizer" button below to bring up the organizer in a new window. 

  1. Print the organizer by clicking on the printer icon on the top of the screen. 
  2. Fill out as much information as you can. 
  3. Call us and schedule a meeting. 
  4. Bring the completed tax organizer and all supporting documents to the meeting.

Link to Tax Organizer

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.

Please contact us at the office any time if you have questions.