Download a Tax Organizer
Tax Organizers are a tool to aid in the organization of your tax related materials. Tax Organizers are PDF files and require users to Print, Complete, and Return the required tax organizer documents along with other tax information when submitting items for tax preparation.
For the semi Tech-Savvy, feel free to scan and securely upload completed and signed tax organizers and other tax information for electronic submission of documents. The Upload File button on the Home page is simple to use and facilitates secure uploads. PDFs are preferred! Pictures of documents will be rejected. Very Important: when the upload of documents has completed, please send an email to notify us to check the secure upload folder.
Although not preferred for security reasons, Existing Tax Clients may elect to receive their personalized tax packet by Mail. Be sure to specify name, current address, and email address when making this request.
Basic Tax Organizer
This packet contains the basic informational components, forms and required signature documents (approx 8 pages).
Full Tax Organizer (select this option if you are a NEW CLIENT)
This Packet will contain all of the documents in the Basic Organizer plus more detailed Organizational pages for an Individual or Joint Tax Return (approx 12 pages).
Mail Tax Organizer via USPS
We will mail your personalized tax organizer packet via USPS. If you are a new client, please select an option above.