Tax Organizer

Existing Clients
As an existing Bronx Community Tax Service client, we are happy to provide you at the outset of each tax year with a tax organizer based on the previous tax filing information. We are also happy to give you a checklist of items you should bring with you to your tax appointment based on which items you brought last year.

Instructions:
Simply fill out the form below. We will email your tax organizer and/or checklist to the email you provide us.

New Clients

We are very excited to begin a new and lasting relationship with you. We want your experience to be positive and as smooth as possible. To help you organize your tax documents and understand exactly what you should bring to your first appointment with us, we have provided the following checklist and organizer. Simply click on the link and you'll be ready to go.

Tax Return

Organizer

Appointment Checklist