For our new clients, 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 the "View Tax Organizer" button 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 (or save to a PDF).
3. Fill out all the information you can.
4. Contact us at info@nmcadvisors.com and we'll provide you with a secure portal to upload your documents.
5. We will need a copy of your prior year filed return too! So dig that out and upload to the portal.
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 with any questions at info@nmcadvisors.com.
