Choose how you want your organizer

Click the link for the type of organizer you wish to fill out.

Option 1: Online tax organizer:

This option will ask for your name, email, and phone number. We will then email you a secure link to the portal safe organizer. This will safely and securely capture all of the information we need to prepare your taxes.

Use the secure online organizer (preferred)

Option 2: Print the manual tax organizer:

This option will let you download a PDF file that captures the information we need. You will fill this out with pen or pencil. Your supporting documents will need to be mailed to us.

Download the manual tax organizer