Client Resources

January 1, 2012

Be sure to organize your papers. This minimizes the time and expense its takes to prepare your taxes—and frees our advisors to concentrate on lowering your tax burden rather than tracking down data.

Fill out the tax questionnaire carefully and completely and separate your tax forms and receipts into different envelopes.

If you have any questions filling out our questionnaire, call us at
(585) 705-3405.