To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you organized before your appointment. We update the tax organizer annually to make sure you are compliant with the latest tax law changes.
We provide the 2021 tax organizers to assist you in collecting relevant tax information that is needed to properly prepare your tax return.
You can fill out the organizers online by clicking on the buttons below.
Once you have completed the tax organizer, follow the instructions to schedule your appointment with one of our advisors.
Securely Send Us a File
Use our convenient SecureFile Upload to securely submit your tax documents by logging into our Secure Client Portal. If you do not currently have a Client Portal Account, please contact us, so we can set one up for you.