• Tax Organizers
• Copies of confidential documents for a 30 day period
• Secure file exchange

Login

Tax Organizers are available in January.

To access your tax organizer please login to the portal above. If you have not setup your login yet, the link to set up your access will be emailed to your email address as soon as your tax organizer is available.

Please contact our office with questions or if you would prefer a paper tax organizer instead.

Tax organizers for new clients

If you are a new client and we have not prepared your tax return with our company before, you may complete the blank tax organizer.