Tax Organizer
Download our free tax organizer to make sure you gather all the information we'll need to accurately prepare your tax return!
Download our free tax organizer to make sure you gather all the information we'll need to accurately prepare your tax return!
If you have already completed your tax organizer and gathered your documentation, you're ready to upload your documents securely to us via our file share portal.
We are currently working remotely with our clients this tax season due to COVID-19. If you'd like to schedule a set time to speak with us regarding your tax service, please feel free to book a phone conference. Our conferences can take place via Zoom, if you'd like a face to face with us!
