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Tax Forms / Organizer

As a service to you, below you will find important links to find the federal and state tax forms and publications you may need.  Click on Federal Forms and Publications or Texas Tax Forms and Publications.

Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.  Please complete the following steps to take advantage of this tax organizer.

  1. Click on "2016 Tax Organizer Form" below to bring up the organizer in a new window.
  2. Print the organizer by clicking on the printer icon on the top of the screen.
  3. Fill out all the information you can.
  4. Call us and schedule a meeting.
  5. Bring the completed tax organizer and all supporting documents to the meeting.

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

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


“This is why you pay taxes, for the authorities are God’s servants, who give their full time to governing.  Give everyone what you owe him:  If you owe taxes, pay taxes; if revenue, then revenue; if respect, then respect; if honor, then honor” –Romans 13:7