Greetings from everyone at the Leppert Group, let's get started on your 2023 Tax Return!
Thank you for being a valued Leppert Group client. This organizer form will help us gather important details about your tax filing situation and kick off our work on your returns.
It should take no more than 10-15 minutes to complete.
There is a space at the end of the form for you to enter any questions you would like us to address as we begin work on your tax returns.
After you click submit you will receive instructions on how to sign your Engagement Letter and get us your tax documents so we can prepare your return(s).
Please try to complete this organizer, sign your engagement letter and upload your documents to us by March 25th. If you come in after that date we may have to file an extension so we can finish returns that arrived earlier than you by the original deadline.
If you think you may need more time to gather documents or have extenuating circumstances this year - please let us know early! It is much easier for us to come up with a plan and file extensions earlier rather than waiting until we are up against filing deadlines. Just call or put a note at the end of this organizer explaining your situation and we will reach out to make a plan with you.