Organizers

The organizer is a tool to guide you in determining that you have provided us with all information relevant to the preparation of your tax return.  Our tool is a bit different this year than it has been in prior years.  

• If you prefer a paper copy of the organizer be provided to you, please communicate this to us.
• Electronic organizer process:
  • Once the engagement letter is received, you will be sent a link to the new secure portal if you have not yet utilized it for electronic signature.
  • A pdf of the organizer will be uploaded to the portal.  Use this as a guide.  Feel free to save a copy, answer the questions that you are able to answer, and upload it back to the portal.
  • We will send you "checklists" for income, deductions and credits in the portal.  We may also send you a questionnaire within the portal depending on your specific situation.  These may be sent at the time we send the organizer, or they may be sent as we are preparing the tax return and need additional information.
  • You can upload all of your documents to the appropriate "checklist", or you can upload all documents to the "To Preparer" section of the Files screen.

If you are a new client, the blank organizer will be uploaded to the portal for you.