We provide a tax organizer for putting your tax deductions in order. The organizer will provide you with the numbers from last years return (if you are a returning client) so that you can see what deductions you used and space for the new ones. This is particularly helpful if you are self-employed or have investments that require detailed deductions such as rentals or stock sales.

The organizer is sent to you via an encrypted email for security purposes. You can send it back to us the same way or have it available at your appointment. A printed copy is available to you if needed.

To request an organizer, email D[email protected] New clients please include your name and phone number so that we can confirm your information. You can also request it from this website under the heading “CONTACT“.

This service is provided free and is offered as a convenience for you, our clients. We encourage you to use the organizer. It will speed up the finished tax return and give us more time to fine tune your return at the appointment.

805-549-6471 – San Luis Obispo County
1-800-726-0058 – Anywhere Else

Darwin Jensen: [email protected]
Irs Registered Tax Return Preparer #P-00014645
Ca Registered Tax Return Preparer #A002034
Western Surety Company Bond #15053660