The information you provide in the organizer will help us approach your taxes as effectively as possible and allow us to identify any additional documents you may need to provide prior to the filing. The form is secure and your information entered will stay safe.
The documents requested on the form can also be uploaded directly to your client portal at a later time.
The goal of this organizer is to get as much information ahead of time so that we can get the data entry out of the way prior to your meeting with our CPA.
Please contact our office if you have any questions.