Client Tax Organizers

We hope these organizers will be useful to you. Using them is optional: we can accept your tax information in whatever well organized format works for you, including organizers from other accountants.

Photographing and Scanning Documents

Please refer to this page before sending photographs of documents to us. We prefer that you use an iPhone scanner app instead of your photo app.

New Clients

Please complete at least two client information pages at the beginning, and look through the checklist and questionnaire. Other than that, fill out as much or as little as you like. Also, please bring last year's tax return to your first meeting.

Download 2021 Organizers

2020 Organizers