Disclosure Consent Form

IRS requires that you fill out and send to me a consent form for anyone you would like me to talk to about your tax information: brokers, bankers, attorneys, family, etc.

I do not need one for myself or to speak to your spouse--just for outside third parties.



Tax Year 2017 Organizer Items

Personalized 2017 tax organizers were be mailed to clients on 10 January 2018. If you would like additional copies or organizer pages, you can print them out here:

       Short Organizer
       Long Organizer--all pages
       Tax Questions

You may use the organizer pages as guides, fill them out completely, or turn in your own schedules. As long as I have your complete tax information, I do not require that you fill out these forms. If you are a new client, please call the office at 703-522-0262 to receive a personalized organizer with an engagement letter.
CERTIFIED PUBLIC ACCOUNTANT

1905 NORTH LINCOLN STREET
ARLINGTON VIRGINIA 22207
  • TEL    703-522-0262
  • FAX    703-524-4366
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