Tell us  about your income and expenses using our online tax organizers.

We rely on the tax organizers to prepare a correct tax return for you, so a complete and accurate organizer for each year we are working on for you is required. Returning client? Multiple years to file? Yep, we need one for each year! No guesstimates… real numbers only, please.

You can save your work and come back to it so it does not need to be completed at one time. Get started any time—you can save your work and return to complete it later.

If you’re filing jointly with a spouse, you can both work together to complete one organizer. If you have an S-Corporation or Partnership, you’ll need to complete a separate organizer for the entity.

Your organizer(s) will show up in your portal if you’ve already signed an engagement letter to work with us. Don’t see it? Please reach out and we can get you to the right place!