Complete and return this form if you want to Opt-out of electronically filing your 2021 fiduciary income tax return. You can email the completed form.

We believe that we have one of the best tax organizers around. We strongly encourage you to answer all questions as they were designed to uncover deductions that you may be eligible for.

The Trust Tax Organizer can assist you in collecting and reporting information necessary for us to properly prepare your 2021 income tax return. Please complete the organizer sections as appropriate and provide supporting documentation where necessary. Contact our office at (480) 905-3640 regarding retainer amount due with the Trust organizer.

The organizer is fairly lengthy to cover most all possible income and deductions. We have the organizer set-up so you can choose only the forms that apply to you. The first section contains the mandatory forms and questions. Choose only the forms in the second section that apply to you.

For returning clients, please contact our office at (480) 905-3640 or via email for a customized tax organizer specific to your previous year tax return.

Complete and return this form if distributions were paid to any beneficiaries for tax year 2021. You can email the completed form securely, i.e. password protect or through our Client Portal.