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CLIENT ORGANIZER Betsy PetermanCLIENTOffice Assistant P: 9378985583 Ext: 2013 NAME F: 9378985584 veteran GudorfLaw.com www.DaytonEstatePlanningLaw.com8153 North Main Street Dayton, OH 45415 By Appointment
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Gather all necessary documents and information such as personal details, financial records, tax documents, and any other relevant information.
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Client organizer - gudorf is a tool used to gather all necessary tax information and documentation from a client in an organized manner.
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Clients must report information such as income from various sources, expenses, deductions, investments, and any other relevant financial information.
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