Welcome to the “Tax Organizer” Section.

These Tax Organizer pages are for new and existing clients. Recent Federal Regulations require us to have a signed Engagement Letter and a signed Affirmation (see next paragraph) of all Client Information privided to us, your Tax Preparer. As stated in the Client Engagement Letter, it is your responsibility to provide all the information necessary for preparation of complete and accurate returns. We will do all we can to provide you with the most complete and accurate Tax Return possible.

We require all Clients to sign the Client Engagement Letter and either the Client Data Sheet (both located in the Client Engagement section) or the Taxpayer Primary Information page, located in this section. Please review the Client Engagement section if you feel you need further information and/or reminders to help you provide us with all the necessary tax information possible.

The Tax Organizer is intended to be a framework to help you organize your tax information. The Tax Organizer is broken down into various sections. Use only the sections that pertain to you, but please review the other sections in case they may apply because of changes in your tax/financial/personal situations.

The Pages as listed are:

  • Taxpayer Basic Information
  • General and Business Questions
  • Interest, Dividends and Schedule E Income
  • Schedule D, Other Income & Income Adjustments
  • Itemized Deductions, Education & Child Care Expenses
  • Federal, State and Other Estimated Taxes Paid
  • Business Use of Vehicle & Home Office Expenses
  • Comments and Additional Information

Please contact us if you have any questions or suggestions.

Client Portal – SecureDrawer by eFileCabinetĀ®

We use the Client Portal Secure File Sharing Service designed to rapidly deliver, receive and track your important files via the online web. This Client Portal provides a secure solution to upload, download, manage and share your documents with us.

Please contact us for additional information. We believe in providing the most secure means of transferring our clients information.