Required if submitting tax information directly to First Command Tax Services
(not applicable if using Complete Tax):
2008 Income Tax Preparation Engagement Letter
Client Tax Organizer - Tax Year 2008: (PDF) (MS Word)
Client Tax Organizer - Tax Year 2008 - Supplemental Information Sheet: (PDF) (MS Word)
The Client Tax Organizer (CTO) is designed to help you collect and report the information that First
Command Tax Services needs to prepare your return. The completion of the CTO and the engagement
letter are the first steps toward allowing us to prepare your tax return effectively and efficiently.
Once completed, please send your signed Engagement Letter and the completed Organizer and
along with all supporting documentation to:
First Command Financial Planning
Attn: First Command Tax Services
1 FirstComm Plaza
Fort Worth, TX 76109-4999
You can download Adobe Acrobat Reader
by clicking on the link above.
If you have any questions regarding the Organizer, please feel free to contact us: By phone at 877-356-0399 or
By e-mail at taxservices@firstcommand.com.
© 2005 First Command Financial Services, Inc., parent of First Command Financial Planning, Inc. and First Command Bank. First Command Tax Services is a division of First Command Financial Planning, Inc. Insurance products and services are offered by First Command Financial Services. Securities products and services are offered by First Command Financial Planning (member SIPC). Banking products and services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee, and may lose value. In certain states, as required by law, First Command Financial Services is a separate, domestic corporation, and does business in California as “First Command Insurance Services.”