Preparing for Tax Season

Our clients will receive a link to our client portal via email in January. This will include an Engagement Letter and Tax Organizer. Once clients electronically sign the engagement letter, they will gain access to the Tax Organizer and our secure portal to upload tax documents.

Our Tax Organizer is an important tool that provides clients with a list of source documents and necessary information to help organize their documents and prepare their tax return. It also gives us a clearer picture of our client’s tax situation.

Our portal provides clients with a secure place to upload their tax documents. Clients will log in with credentials using multi-factor authentication to access their account. This private platform allows for a fast, easy, and safe way to share sensitive tax documents. Upon completing the upload of all tax documents, it is important to click the “Finish” button to notify the firm that your taxes are ready for preparation.

Please note that we will not start your tax returns until we have received all your documents. Please take time to confirm that you are sending over complete information, as it will help us to complete your tax return sooner.