Broker Check

Tax Organizers

New Client Packet

Every new client will need to download and complete the New Client Packet. The New Client Packet contains the following items:

  • The Tax Organizer and General Questions Worksheet. The organizer will help you gather your information for 2020. The questionnaire allows us to determine which deductions and credits apply to you.

  • The Income Tax Return Engagement Letter. This contract confirms and specifies the terms of our engagement with you. The letter must be signed in order for us to complete your taxes.

  • The Privacy Consent to Use and Consent Disclosure Forms. The IRS requires that these forms be provided to you, but you are not required to sign them in order to retain our tax services. However, tax clients seeking financial planning advice from us based on their tax return must sign and return these forms.
Download New Client Packet

Business Organizer

This additional organizer is for those clients who have a business. Please complete a separate organizer for each business you own.

Download Business Organizer

Rental Organizer

This additional organizer is for those clients who have rental property. Please complete a separate organizer for each rental property you own.

Download Rental Organizer

Ready to upload your information to us? Use our QuickSend tool to send it securely through our portal.

Go to QuickSend