Prior years client tax organizer
Thank you! I will get started on your preparing your tax record and will email you with any questions or concerns I may have.
Thank you very much, and as always, your business is greatly appreciated!
Click here to upload your documents to your secure file share account if not redirected.
If you prefer, you can download the Word version of the tax organizer. Once the tax organizer is complete you may upload your documents by clicking on the client portal tab to log into your secure file sharing account.
For Prior Year Returning Clients
Condensed Online Form Tax Organizer