Client Tax Organizers

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Tax organizers are a great resource to assist you in gathering your tax information. If possible, please bring your completed tax organizer with you to your tax appointment.

You can email it to us as a PDF, upload it through our secure file share, or print it and bring it with you when you meet with your tax professional, either in person, by phone, or by virtual meeting. 

Clients may use our Client Portal to submit tax documents and share information securely with our Tax Professionals.