Hi, I'm Martin Lowe, CPA

With over 27 years experience, I can help you with
all your tax and accounting needs.

New Client Packet

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.
 
3. Fill out all the information you can.
 
4. Print and sign the tax engagement letter. Click the "View Engagement Letter" button below to download the letter.

 
5. Call or email me and schedule a meeting. Or you are welcome to drop off your package in my drop box outside my office. If you prefer to electronically send me your documents I can set you up on my secure portal to save an office visit. Please email or phone me to arrange that.
 
6. Bring the completed tax organizer, signed engagement letter, and all supporting documents to the meeting.

View Tax Organizer View Engagement Letter View Tax Questions

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.

  • Days until April 15

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