Online Tax Organizer

New Clients:

Our online tax organizer helps you organize your tax information to ensure that you don't miss any important deductions.  Please complete an organizer in advance or arrive at your first appointment 20 minutes early to complete the information in person.

Please fill in your responses as best you can. Remember, you can return to this organizer at anytime, using your unique Username and Password, to complete any unfinished items.

If you already have a tax organizer account, please login using the above form.

If you don't have a tax organizer account yet, please register here.

Returning Clients:

The Tax Organizer for our returning clients comes in the form of a PC* only computer application that allows you to view the information you gave us in the previous year, give us the new information for this year, and submit that information electronically to your tax professional.  If you would like to participate in this program, click here to send an email requesting your eOrganizer.  It will be emailed to the email address we have on file unless you specify differently.

Please contact us at the office if you have questions.

*Personal Computers only.  Apple computers are not supported.