Tax Organizer

Every year we need to obtain essential information to complete your tax return.  This enables us to assure that all deductions/credits are taken that may be available to you and hopefully, ensure that you don’t forget to report various    types of income.  The Tax Organizer will assist with organizing your information, such as:

  • Personal Information (Social Security Number, Dependents, etc.)
  • Wage/Salary Income
  • Interest/Dividend Income
  • Qualifying Expenses
  • Tax Credits


Start Your Personal Tax Organizer Today! – Click Here to Request



click here to download a copy of our Customer Data Sheet, when complete mail with all applicable tax documents to:


                     Oasis Financial
                     PO Box 485
                     Notre Dame, IN 46556