PDF Organizer & Document Upload

Start by completing the required PDF organizer(s). Once you’ve filled out the PDF organizers, you will proceed with answering additional questions on this page.

Please do not close your browser without using the “Save/Continue Later” feature. The save link is valid for 30 days from the start of your session.

You can submit your documents by scanning them, taking photos, or attaching screenshots—whichever method ensures they are clear and legible.

Want to send us only your business tax documents or information? Click here. Otherwise, our standard method includes both personal details and the ability to add your business information.

Did you already reserve a Start Date?*

(not required to do so)

No, I'm okay with being assigned the next available Start Date

Yes

What is your reserved Start Date?

I have filled out an organizer and will include it with this submission*

Yes or does not apply

To help us process your tax return efficiently, please complete an organizer as thoroughly as possible and submit it with your tax documents. A detailed organizer significantly reduces the time required to finalize your return.

Are you a New or Current client?*

New Client

Current Client

How did you hear about us?

Who referred you?

First Last

How on the internet?

Where was the advertisement located?

Explain "Other"

This field is hidden when viewing the form

What year are you submitting your tax documents for? (OLD)

What type of Organizers will be included?*

Check all that apply

Individual/Married Organizer

Individual Organizer for Dependent(s)

Individual Organizer for Boy/Girlfriend

Business Organizer (LLC, Inc, or S-Corp)

Rental/Royalty Organizer

Farm Organizer

Does not apply

What Year(s) are you submitting documents for?*

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

year does not apply

Primary Taxpayer Information

Married? For IRS records, 9 times out of 10, this is the husband.

Taxpayer's Name*

First Middle Initial Last

Taxpayer's Email Address*

Enter Email Confirm Email

Taxpayer's Phone Number*

Marital Status as of December 31st last year?

This field is hidden when viewing the form

Taxpayer is only contact

Spouse Information

Spouse's Name*

First Middle Initial Last

Spouse's Email Address*

Enter Email Confirm Email

Spouse's Mobile Phone Number*

Who is the Primary Contact?

Taxpayer

Spouse

Either is fine

This field is hidden when viewing the form

How did you find us? (OLD)*

Friend

Internet

Other

This field is hidden when viewing the form

Name of friend (OLD)*

First Last

This field is hidden when viewing the form

How on the internet? (OLD)*

This field is hidden when viewing the form

Where was the advertisement located? (OLD)*

This field is hidden when viewing the form

Explain "Other" (OLD)*

MN Residents Only:

Would you like us to file your property tax or rent credit refund for you? (If you qualify)*

We charge a small amount and process them after April 15th. Many clients see large refunds. More information can be found at MN Property Taxes & Rent Credits. If you make more than $128,280 (For Property Taxes) or $69,520 (For Renters), you will likely not qualify for this.

Yes

Does Not Apply

Dependent(s) Information

Dependent(s) Name's

Click the (+) button to add additional names

First Name & MI

Last Name

Boyfriend/Girlfriend's Information

Boyfriend/Girlfriend's Name

First Middle Initial Last

Business Information

Business Owner's Name

Your name, if you're the business owner providing tax information

First Middle Initial Last

Business Name(s)

Click the (+) button to add additional businesses if more than 1.

Rental/Royalty Information

Rental/Royalty Owner's Name

First Middle Initial Last

Rental Royalty Name(s) or Address

Click the (+) button to add additional rentals if more than 1.

Farm Information

Farm Owner's Name

First Middle Initial Last

Farm Name & Address

Click the (+) button to add additional farms if more than 1.

Upload Instructions

Tax Form Upload Instructions

To help us process your tax return accurately and efficiently, please follow these guidelines when submitting documents:

1. Upload forms one at a time: Avoid combining multiple document types into a single file.

2. Use acceptable formats: Scanned files, clear pictures, or screenshots are all acceptable as long as they are legible.

What Not to Upload

Annual, Quarterly, or Monthly financial institution reports (these are often too lengthy)
Property tax valuation notices or proposed levies
1095-B and 1095-C forms (we only need the 1095-A if you had marketplace insurance)
Bank statements (unless specifically requested)
Receipts
Encrypted or password-protected documents
Large Excel or QuickBooks files (submit summary pages instead)
Zip files

Helpful Tip: Submitting only the required documents reduces processing time and ensures greater accuracy. If you’re unsure about a document, feel free to ask before uploading.

Attach File(s)

Drop files here or

Max. file size: 125 MB.

To the best of your knowledge, have you attached all necessary docs/info?*

Yes, I am certain

No, I have documents I will send later

Please send your missing info/docs at least 1 week prior to your Start Date. Thanks!

When do you think you'll have the documents to us? Best guess.

You can submit what you have now, but the process may not begin until after you send any missing info/docs.

Additional Comments

How would you like your final tax return copies sent to you?*

Who was your assigned tax preparer last year? OR who is your assigned preparer this year?*

One person is assigned to do the majority of the back and forth with clients while a senior advisor is always assisting.