Do you like doing everything online? Don't have time, or live close enough, to come to our office? Consider using our online tax organizer to send us your tax information.
It helps you accumulate your tax information and answer some of the questions we need to know to ensure you don't miss those important deductions.
We have a Quick Organizer format for those with the simplest returns. For those whose lives are a bit more complicated, with children or itemized deductions, a business, rentals or investments, please use the complete organizer, filling out only the sections which apply to your situation.
Please fill in your responses as best you can. There is a place near the end of the organizer where you can add further explanations. After you have completed the form, you will need to upload or fax your actual tax documents to us. Remember, you can return to this organizer at any time, using your unique Username and Password, to complete any unfinished items.
To set up a new tax organizer account, please register here. We will acknowledge your account, usually within a few hours. Then you can get started using your organizer. You may prefer to send us an email first, to request pricing information. We believe our rates are reasonable, but we do not want you to complete the organizer and then later be surprised by our fees.
If you already have a tax organizer account, please login using the above form.
If you would prefer to complete a blank paper copy of an organizer, just let us know and we can either send it to you through our secure client portal, email or fax it, or put it in the mail for you.
Please contact us if you have questions.
