Your Tax Organizer
Your Tax Organizer is a very important document. It helps you provide us with vital information but it’s also designed to alert your tax advisor to potential tax savings opportunities or potential problems. The video will explain and walk you through the pages. It usually takes about 20 minutes if you gather the recommended documentation before starting.
If you are a returning client your pre populated tax organizer will be added to your SecureDrawer in late January or early February.
If this is your first year working with us, you’ll get a blank copy by a secure link or access it in your SecureDrawer. You’ll receive notice by email when it’s available.
Use this video for step by step guidance. Let us know if you need additional help.