Please use the appropriate tax organizer for specific entities below when pulling together the 2021 tax information. This information is required prior to tax preparation.
The forms below are fillable and can be downloaded and emailed to UMMC at firstname.lastname@example.org (Leesburg) or email@example.com (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Upload button on the home page. You must have Adobe Acrobat Reader to view the selected files.
For individual tax return clients, please contact the office to request a customized tax organizer that includes your prior year information and carryover data. Please contact us if you have questions.