Tax Return Organizer is now available via your Tax Portal

You will receive an email with the link from our tax portal giving you access to your individual portal.

You’ll be able to download the organizer or view from your computer/phone. 

Reminder:  DO NOT UPLOAD YOUR TAX ORGANIZER.
(This is for your organizational needs only).

If you are an existing client, your past information is pulled over, so please make sure you are going through to notate any changes/missing information
(if need be for YOUR records).

Please upload all tax documents and information needed to complete your return through YOUR Tax Portal.

If you need help with this, please call the office.

Our preferred method of receipt of documents is through Tax Portal, however, call the office and we will be happy to accommodate as needed.

Once you upload documents, you will receive an email from our admin team (within 48 business hours) with next steps.

Please contact  [email protected] if you have any questions.