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.
- Print the organizer by clicking on the printer icon on the top of the screen.
- Fill out as much information as you can.
- Call us and schedule a meeting.
- Bring the completed tax organizer and all supporting documents to the meeting.
You will need Adobe Acrobat Reader to view and print the form. We recommend using the most recent version of Adobe Reader -- available free from Adobe's website.
Please contact us at the office at 804-237-6044 any time if you have questions.