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Organizer

The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
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As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
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If you do not have a personal portal setup please use: Document Upload<

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

2019 Individual Income Tax Organizer and Engagement Letter For New Clients

2013 Income Tax CPA Organizer & Accounting Engagement Letter<

This generic Tax Year 2019 organizer is intended for New Individual Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy. 

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Accurately Complete Your Organizer

Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. 

By taking the time to confirm you have all of your source documents—or at least discover what you need to attain—you ensure the accuracy of your return, and minimize your expense.

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