ORGANIZERS

Please use the following organizer(s) when submitting documents online, mailing in, or dropping off your tax documents. If you’re a new client, please include your last tax return for a reference.

General Organizer for EXISTING clients (required)

General Organizer for NEW clients (required)

Business Income/Expense Organizer – Use this form if you have business income.

Rental Property Organizer – Use this form if you have rental income.

Farm Expenses Organizer – Use this form if you have farm income.