The Tax Organizer Links on this page are BLANK organizers only.  No Personal Information.

If we prepared your return last year, a PERSONALIZED Tax Organizer containing information that is specific to you and your most recent filing is available.  As usual, if you have a portal, the Personalized Tax Organizer will be uploaded to your portal.

WEBFORM:  New for the 2024 tax year, the Tax Questionnaire and Engagement Letter are available as an online web form.  Complete, Sign and Submit this webform from a browser - no printing and returning completed pages to our office.  We suggest avoiding using a phone for this option.  Choose this option if you only need/want to complete the required documents.

PDF: Tax Organizers, Questionnaires, and Engagement Letters are available as a PDF Files.  Selecting to receive a PDF requires printing, completing, signing, and returning the completed portions to our office.

USPS:  Finally, while not a preferred method of delivery for security reasons, Existing Tax Clients may elect to receive their personalized tax packet by Mail.  Be sure to specify name, current address, and email address when making this request.  If you received your Tax Organizer by mail last year, we will retain the same preference this year.

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