ORGANIZERS
Please use the following organizer(s) when submitting documents online, mailing in, or dropping off your tax documents at one of our locations. 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.