Read more about Tax Organizers on the About Tax Organizers page here.

The Tax Organizer Links on this page are BLANK organizers only.  No Personal Information.

If we prepared your return last year, a PERSONALIZED Tax Organizer is available.  It contains information specific to you from your most recent tax filing.  If you have a portal, the Personalized Tax Organizer will be uploaded to your portal and you may access it there.  Otherwise, you may request a Personalized Tax Organizer by clicking the CONTACT button above.

WEBFORM:  Using the QE FORM button below, the Tax Questionnaire and Engagement Letter are available as an online web form.  Complete, Sign and Submit the forms from a browser.  Convenient and paperless, this option is available to all clients and encouraged for those not otherwise using the Tax Organizer to assist in preparing for this years filing.  We suggest avoiding using a phone for this option.  Email authentication required.

PDF: Blank Tax Organizers, Questionnaires, and Engagement Letters are available as a PDF Files using the BASIC and FULL buttons below.  Selecting to receive a PDF requires printing, completing, signing, and returning the completed portions of these documents to our office.

USPS:  While not a preferred method of delivery for security reasons, Existing Tax Clients may elect to receive their personalized tax packet by Mail.  Be sure to specify name, current address, and email address when making this request.  If you received your Tax Organizer by mail last year, we will retain the same preference this year.  USPS delivery typically arrives the first week of February.

Please select from the button options below.