When you are ready to start your return, use the Client Tax Organizer below to help organize your information. Save the PDF file to your computer and complete at your leisure. First test the file by saving some data and re-opening. If any problem, download the latest version of Adobe Reader, or use our Word Organizer. Depending on your Internet connection, it may take a minute or so for the document to load.
New clients should complete all sections of the organizer that apply to their situation to the best of their ability and send a copy of their prior year tax return. We will review and follow up.
Returning clients should confirm their current address and contact information and then focus on the items that have changed from their prior year return, or update their prior year organizer.
Save PDF file to your computer first and then input info.
Forward your completed organizer, along with any supporting documents, via our Secure File Exchange Portal below. You can also send copies of your documents by regular mail or email attachment.
Use the Extended Excel Workbook below if you are filing for multiple years, have a large number of stock transactions or have more than five rental properties to summarize this additional information. For stock sales, ensure that stock purchase dates and costs are matched with the stock sales date and stock sales proceeds.
Save file to your computer before opening. Click "cancel" if password requested.
Overseas filers have until June 15 to file their tax returns and avoid a late filing penalty. Should you need additional time, you can file an automatic extension to October 15 with Form 4868. Please read the instructions and remember to check Box 8 that you are out of the country.