1040 Tax Organizer

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 "Contact Us for Organizer" button below to ask for the organizer

    either English version or Korean version with your email.
2. Once received the organizer, print out the organizer.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax organizer and all supporting documents to the meeting.​

Contact Us

(NJ) 201-313-0061 - fax 0068, (NY) 212-268-8001, (MA) 781-863-2232, (CA) 213-364-9741, (HI) 808-518-9595

NY - 276 5th Ave., Suite 704, New York, NY 10001 (New York)

NJ - 725 Grand Ave., Suite 205, Ridgefield, NJ 07657 (New Jersey)

MA - One Boston Place, Suite 2600, Boston, MA 02108 (Massachusetts)

CA - 811 Wilshire Blvd., Suite 1700, Los Angeles, CA 90017 (California)

HI - 1003 Bishop Street, Suite 2700, Honolulu, HI 96813 (Hawaii)