Tax Newsletter and Organizer

Our annual Tax Newsletter and Organizer gives helpful information about your taxes for this year and next, and gathers the information that we will need to prepare an accurate tax return for you.


NEW CLIENTS: (Brent Financial Group DID NOT prepare your return last year): All sections of the organizer are required.

RETURNING CLIENTS: (Brent Financial Group DID prepare your return last year): Sections A and B of the organizer are required; however, we encourage you to fill out the remainder for completeness.

If you have used Brent Financial Group in the past but not last year, you are a NEW client.