ORGANIZERS (PDF)
Please download and use the appropriate PDF organizer(s) when mailing or dropping off your tax documents. If you’re a new client, please include your last tax return for reference to ensure accuracy.
Prefer our online, step-by-step organizer? Click here to get started now.
All organizers updated for the 2023 tax year – now with an easy-to-use “Check if same as last year” box to save time.
Important: Ensure all handwriting is clearly printed for smooth processing. Thank you!