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2023 Tax Organizer

2023 Tax Organizer

Tax Organizers for tax year 2023 have been completed and are being mailed and emailed to clients!

If you are a current client, please watch your email and mailbox for a copy of this year’s tax organizer. If you are not a current client and would like to receive one, please email us at contact@homesleycpa.com or call us at 904.213.7743 and we would be happy to give you one.

In addition to email and paper organizers, we are making all of our organizers available online to clients. In order to view the organizers, please reach out to our firm so we can give you a link to the download page with revamped and PDF fillable forms! Alternatively, you can also create an account on our client portal to receive the organizer link from there. Once you have completed organizing your documents, simply upload both the organizer and tax documents on the client portal and we will take care of the rest!

On behalf of everyone at Greg Homesley, CPA, P.C., Inc. we would like to thank you for being our client. If you have any questions about your taxes please reach out to us. Thanks, and let’s have a successful tax season together!

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