Important Message from Werner & Company, PA
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Tax Organizer

Werner & Company, PA

Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
 
Please complete the following steps to take advantage of this tax organizer.
 
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
 
2. Print the organizer by clicking on the printer icon on the top of the screen.
 
3. Fill out all the information you can.
 
4. Call us and schedule a meeting.
 
5. SecureSend or upload to your Client Portal the completed tax organizer and all supporting documents.

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Please contact us at the office any time if you have questions.

Get in touch with Werner & Company, PA

111 2nd Avenue NE, Suite 360, St. Petersburg, FL 33701
Call Us: (727) 258-7846 • Fax: (727) 485 9109
admin@wernercpas.com