To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more 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 2019 tax organizers to assist you in collecting relevant tax information needed to properly prepare your tax return. Access any of the versions by clicking on the buttons below. You can download the organizers to your computer where you can fill out and save the information until you have completed collecting all of your information. After you have completed it, please forward the organizer through our bank-level secure Client Portal.
A word of caution: you can fill the organizers online and send them to us. However, if you close the file, your data will not be saved unless the form is saved to your computer.
Once we have received the completed organizer, you will be contacted by phone, fax or email with any questions, comments, or suggestions. If you send us an email advising that you have sent your tax materials, we will notify you of their receipt.
Securely Send Us a File
Use our convenient SecureFile Upload to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.
Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, contact us.