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Please note the following tax due dates on your calendar, and come back often to keep up with the changes.
Use our tax organizer to help you organize your tax information and make sure you don't miss any important deductions.
If you would like to complete the tax organizer and upload to us for preparation, please complete the following steps:
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out as much information as you can. Feel free to put comments or notes.
4. Sign up for client portal.
5. Once registration accepted, upload completed tax organizer and all supporting documents. we will be in touch as soon as we received.
Please contact us at the office any time if you have questions.