2024 Tax Organizers

ALERT – BEFORE YOU PROCEED
Please be advised that attempting to edit and save your work in Google Chrome may result in data loss.

We highly recommend following this alternative procedure:

1. Download the relevant tax year’s organizer file locally, and save it onto your computer.
2. Download or launch the organizer using Adobe Acrobat Reader for seamless editing.
3. Ensure you are occasionally saving as you work through the organizer PDF form.
4. When complete, upload a copy into your Viewable-Client Docs folder in Box.
5. Lastly, please email a notice of upload to our Tax Coordinators at mytaxteam@andersonadvisors.com.

Not sure if you have Adobe?
You can download the free software directly from Adobe using the link below.