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Please note the following tax due dates on your calendar, and come back often to keep up with the changes.
For our new clients, please use this tax organizer to help you organize your tax information for us to better assist you..We will email or call you for further questions as soon as we received your documents.
Please follow 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. Write "See attached" if you provide tax documents.
4. Sign up for client portal and wait for acceptance email.
5. Once registration is accepted by us, you can begin to upload your completed tax organizer, supporting documents and Filed copy of PRIOR year tax return.
Please contact us at the office any time if you have questions.