Our online tax organizer helps you organize your tax information to ensure that you don't miss any important deductions. 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.
**DO NOT WALK AWAY FROM THE ORGANIZER WITHOUT CLICKING THE NEXT PAGE. THIS SAVES YOUR CURRENT WORK.
Once you have registered and confirmed with our website, you will be granted access to our Data Management System. Here you can access your client organizer and upload documents for tax purposes (e.g. W-2's, 1099's).
If you don't have a tax organizer account yet, please register here. It may take a day or two for us to grant you access to the system. Please contact us at the office if you have questions. |