We offer three options for tax organizers:
1. Paper Organizer* - This is a traditional organizer which we will mail to your address for you to fill out by hand. This organizer contains key information reported on your 2015 income tax return to assist you in determining if information is necessary for the 2016 tax year.
2. PDF Organizer* - This is the traditional organizer described above, in PDF format. You will print the information yourself for your use.
3. Intuit Link - This new offering is a cloud based system allowing you to gather information and upload using a secure, encrypted connection, and to communicate efficiently and effectively with our office. Dashboards show what has been submitted, and what data may be missing. We highly recommend using Link, as it is secure, simple, and flexible. ALL CLIENTS WITH A REGISTERED E-MAIL ADDRESS WILL RECEIVE AN INVITATION.
*If you are a new client, you will receive a blank organizer, unless you have already provided a 2015 tax return.