FOR NEW CLIENTS, we have two options for your free tax organizer:
The free tax organizer below will help you organize your tax information and make sure you don't miss any important deductions.
Please complete the following steps to take advantage of this tax organizer.
FOR CURRENT CLIENTS: You will receive a paper organizer by mid-January. Or you can receive an online organizer with prior year's information already entered, which will be a good guideline for the current year's information.
If you would like the Online Organizer , please send an email to: firstname.lastname@example.org. An organizer will be transferred to the CLIENT PORTAL. The CLIENT PORTAL is on this website's HOME PAGE. Send an Email or call our office and talk with Phyllis (952-546-8708) for more information about the Online Organizer.
Please contact us any time you have questions.