Client Tax Organizer

Please complete this easy fillable Client Tax Organizer prior to meeting with us for your tax preparation. This will help you organize your records and will create a more efficient and timely tax experience with us. Our goal is to find ways to provide the best qualified tax preparation and advisory experience for you, while also helping you achieve the balance you’re seeking in life.

You can download this form to your computer, complete it and upload it to our secure client portal (Client Login), which you will find at the top of the page just below the menu banner and to the left of the search box.

Please contact us using our contact form if you have any questions or technical difficulty. Thank you and happy tax season!