Client Tax Organizers

These client tax organizers help us gather and organize the information that will best help us prepare client returns accurately and efficiently. The forms and the information inputted is and will remain secure at all times*.

Once we receive the pertinent organizers for any client tax preparation, we will create a client portal and be able to provide an accurate quote for the services we’ll provide.

*Please notice the https:// in our URL or the padlock image with “Secure” next to it. Hyper Text Transfer Protocol Secure (HTTPS) is the secure version of HTTP, the protocol over which data is sent between your browser and the website that you are connected to. The ‘S’ at the end of HTTPS stands for ‘Secure’. It means all communications between your browser and the website are encrypted.