This year, in an effort to increase the number of completed organizers we receive, we have decided to move to an electronic organizer system. Instead of receiving a paper tax organizer by mail as was done previously, you will instead receive an email indicating that your organizer is ready to access on our client portal. You can then log in to your portal account, download your organizer, complete it, and upload it back onto the portal for us to use for your tax preparation. Additionally, you will be receiving an email from DocuSign allowing you to electronically sign your engagement letter. As in the past you will find your tax appointment time and date on the letter, if applicable.
NOTE: Please reach out to us if your email address has recently changed, or if you have a preferred email address for our notifications to be sent to. If you prefer to continue using paper organizers, we would be happy to provide one upon request.
Emails indicating that your organizer is ready and, on our portal, will be sent sometime in late December or early January. Please feel free to reach out to us with any questions you may have in the meantime.