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2021 New Client Organizers

If you are a new client, please use our client portal to upload your most recently filed tax return(s). You can use the guest exchange. Once we have completed your first return with our office, we will set up a client portal account for you.

Please see the blank organizers below. They will help you know what is relevant and what you should provide to our office. It's most important to sign the engagement letters and answer the checkbox questions. A lot of the information in these organizers will be provided by your prior year tax return. Thank you for choosing us!

Individual 2021 New Client Organizer

2021 Individual Taxpayer Organizer
Download PDF • 1.51MB

Business 2021 New Client Organizer (S Corps, C Corps, Partnership, Estates & Trusts)

2021 New Business Client Package
Download PDF • 2.49MB


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