Client Area

Tax Season

Tax Organizer Packet

Existing clients should have received a current tax organizer packet by mail or electronically. If you are an existing client and did not receive a packet, please email or call us, and we will send you a packet customized to you based on your prior year’s tax returns.

If you are a new client, please use the resources below to submit information to us for the preparation of your income tax returns.


  1. Please don’t use staples on submitted documents.
  2. Please review and sign our engagement letter.
  3. Please review and thoroughly complete the tax organizer.
  4. Please provide all W-2s, 1099s, and other supporting documents.

Data Transfer


You may send data by email; however, you should not consider email secure. You should take steps to protect any sensitive information from exposure.

Secure Upload

You may upload files to us at our secure server here. You may request a free dedicated account on our secure server that will allow you to send and receive data with us securely. If you do not have an account, you can use the ‘Guest Upload’ feature to securely send files directly to us.