Tax Organizer
This "next generation" Tax Organizer provides you with a convenient way to collect and share your tax data with us and make sure you don't miss any important tax deductions.
To use this great tool, just call our office to receive your UserID and Password via email, and a copy of our Engagement Letter for you to sign and return. Your Web Organizer allows you to attach electronic files such as spreadsheets, PDFs and scanned documents. In addition, it will have your prior year's information, to help assist you in completing your current year data. Any information that you cannot attach electronically, you can send via U.S. Mail or by fax.
When you have completed your Web Organizer, you may submit it to us right over the web.
Ready to start saving your hard-earned money, and lower your taxes to the lowest possible amount - just click the login button above, and you will be taken to our secure web portal.
NEW CLIENTS
New to our tax firm? Our tax organizer will help us get to know you and help you organize your tax information and make sure you don't miss any important deductions.
Please complete the following steps to take advantage of this tax organizer. 1. Click on the "Free Tax Organizer" button above to bring up the organizer in a new window. 2. Print the organizer by clicking on the printer icon on the top of the screen, or the organizers can be downloaded to your computer where you can fill and save the information until you have completed collecting all of your information. 3. After you have completed it, please forward the organizer (printed or digitally) and all supporting documents to our office for immediate service. 4. Once the completed organizer has been received, you will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt. Please contact us at the office, any time, if you have questions.
BUSINESS ORGANIZER Use this organizer for partnerships and incorporated business entities.  NOTE: This area is secured using High-Grade Encryption. Because we know that Internet security is an ongoing concern, our portals have the highest level of protection available—128-bit SSL (Secure Sockets Layer). That’s the same secure level of encryption used by online banking sites, brokerage companies, credit card providers—any transaction that requires confidentiality. The "Non Secure Items" are just images from our main site to save your bandwidth and to decrease loading times.
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