Individual Tax Organizer (New Clients)
Individual Tax Organizer (Current Clients)
As a returning client, you have the benefit of us maintaining your prior year information. Utilizing that information for comparison purposes, we are happy to introduce the availability of a Personalized Tax Organizer accessible on this site. Simply email us and communicate your interest in accessing such and we will post it to your client portal. We will post your organizer within 24-48 hours of receiving your request.
To access your personalized organizer within your client portal, click “Client Login” above and enter your social security number. Your password is the last four digits of your social security number (Married couples please note that your information is maintained under the husband’s social security number NOT the spouse).
Many organizer sheets feature two-column layouts, with one column containing prior-year data and the other intended for you to enter current-year data. This package will assist you in preparing for your tax appointment and/or organizing your 2011 tax information.
Also included in your organizer is an Engagement Letter you and, if applicable, your spouse will need to sign and date prior to our completing your 2011 individual income tax return.