To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information. There are 6 organizers.  Please choose the one that most fits your tax situation.  Please fill them out and bring them with you to your tax appointment.

Complementary Worksheets

Contact Us!


(916) 960-9800
(916) 415-8273


Location & Hours of Operation

983 Reserve Drive
Roseville, CA 95678

Monday - Friday
8:00 am - 5:00 pm

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