Stacks of Tax papers and receipts

As tax season nears, you may be planning to locate and compile your tax information. D&M offers a helpful Tax Organizer that will keep your information centralized.

If you filed your taxes last year with D&M, click Existing Customers to request a pre-filled Personal Tax Organizer, based on the information you previously provided. Your tax organizer will be sent electronically to the email address you submit.

Existing Customers
  • ** If you are requesting a Personal Tax Organizer, we also need your date of birth. This is a security measure to correctly identify those who may have similar names.
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