Click the link for the type of organizer you wish to fill out.
This option will ask for your name, email, and phone number. We will then email you a secure link to the portal safe organizer. This will safely and securely capture all of the information we need to prepare your taxes.
This option will let you download a PDF file that captures the information we need. You will fill this out with pen or pencil. Your supporting documents will need to be mailed to us.