Tax Planning Organizer Tax Planning Appointment OrganizerPlease enable JavaScript in your browser to complete this form.Name *FirstLastMost recent pay stub * Click or drag a file to this area to upload. Please upload your most recent pay stub. Must include pay date, pay period, ytd earnings and withholdings.Did you start a new job this year? *YesNoLast paystub from prior employer * Click or drag a file to this area to upload. Must include pay date, pay period, ytd earnings and withholdings.Tax Payments Made Visual Text Indicate type of tax, amount paid, and date paid. (e.g. Quarterly, pd 6/15, and $ dollar amount) Did you receive any notices from the IRS this past year? *YesNoUpload notices received Click or drag a file to this area to upload. Goals for Tax Planning Appointment * Visual Text Please detail what you would like to learn or accomplish in this scheduled meeting.Submit Please enable JavaScript in your browser to complete this form.Name *FirstLastMost recent pay stub * Click or drag a file to this area to upload. Please upload your most recent pay stub. Must include pay date, pay period, ytd earnings and withholdings.Did you start a new job this year? *YesNoLast paystub from prior employer * Click or drag a file to this area to upload. Must include pay date, pay period, ytd earnings and withholdings.Tax Payments Made Visual Text Indicate type of tax, amount paid, and date paid. (e.g. Quarterly, pd 6/15, and $ dollar amount) Did you receive any notices from the IRS this past year? *YesNoUpload notices received Click or drag a file to this area to upload. Goals for Tax Planning Appointment * Visual Text Please detail what you would like to learn or accomplish in this scheduled meeting.Submit
