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.
2025 Organizers
These PDF workbooks and organizers will download to your device instead of opening in a new browser tab. We encourage you to save often as you work.