Life Events

Tax Organizer

We ask that our clients complete the tax organizer each year in advance of our annual tax preparation interview to make sure accuracy, compliance and you don't miss any important deductions. Please complete the following steps to take advantage of this tax organizer:

1. Log into "Tax Organizer" button below to bring up the organizer to save.

2. Complete the organizer and gather all other supporting documents and materials.

3. Upload all documents to our online secure portal before schedule a meeting.