Individual Tax Client Organizer

Click on the link to get our annual Individual Tax Organizer.

2020 Individual Organizer

Once you have completed your organizer, you can save it to a PDF file on your computer.  You will then be able to upload the PDF file to our Secure Client Portal.

Please do not attach your completed organizer to an email.  Email is not secure.

You can also drop the completed organizer, and tax documents at our office during regular office hours.  There is also a mail slot in the front door for after hours.

The organizer and your tax documents can also be sent through the mail, UPS, or Fed-Ex.

Once we have your organizer call to schedule a Zoom or Phone appointment so we can review the documents together.