633 Route 211 East Middletown, NY 10941

3 Neptune Road Poughkeepsie, NY 12601

Call us(877) 740-9500 Email usinfo@jgspc.com

Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen.* You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.




633 Route 211 East
Middletown, NY 10941

3 Neptune Road
Poughkeepsie, NY 12601

(877) 740-9500
info@jgspc.com