Tax Organizers

Begining in Tax Year 2022, we transitioned all client organizers to the SECUREFILE portal. Please click below to access your account, download your ogranizer, and upload your documents.


To begin tax preparation click on the link below:

Click Here for 2021 Individual Tax Organizer

Click Here for 2021 Individual Tax Organizer - Sole Proprietorship

Click Here for 2021 Individual Tax Organizer - Rental Property

Click Here for 2021 S Corporation Tax Organizer

Click Here for 2021 Charitable Noncash Giving FMV guide


Click Here for 2020 Individual Tax Organizer

Click Here for 2020 Individual Tax Organizer - Sole Proprietorship

Click Here for 2020 Individual Tax Organizer - Rental Property

Click Here for 2020 S Corporation Tax Organizer

Click Here for Charitable Clothing Giving FMV guide


Click Here for 2019 Individual Tax Organizer

Click Here for 2019 Individual Tax Organizer - Sole Proprietorship

Click Here for 2019 Individual Tax Organizer - Rental Property

Click Here for 2019 S Corporation Tax Organizer

Click Here  for 2019 Charitable Clothing Giving FMV guide


Click Here  for 2018 Individual Tax Organizer

Click Here  for 2018 Individual Tax Organizer - Sole Proprietorship

Click Here  for 2018 Individual Tax Organizer - Rental Property

Click Here  for 2018 S Corporation Tax Organizer

Click Here  for 2018 Charitable Clothing Giving FMV guide