Donald & Company, P.S.C.

               Certified Public Accountants and Business Advisors

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Tax Organizer

Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. Click on the link below to print out an organizer to assist you in collecting relevant tax information needed to properly prepare your tax return.

Mail the completed pages along with any required documentation to our address for immediate service. You will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt.


Client Tax Organizer

Required Documentation/Office Hours  

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Bus: (859) 223-3318

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