Online Tax Organizer Request Form
Please fill out this form and we'll get back to you shortly with login and password information
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to save your progress.
Are you able to upload pdfs of your Tax forms?
Tax forms will need to be either uploaded in the organizer or portal. Otherwise, we'll need them via mail or drop off.
Please Sign Our Engagement Letter
I would like to sign the Engagement Letter electronically (fast)
I would like to download a pdf and upload it to you. (slower)
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This form was created inside of K2N Advisors.