Client Organizers

Important: These organizers are provided as a convenience to assist in gathering information and may not capture all items relevant to your tax situation. You are responsible for providing complete and accurate information, including items not specifically requested.

Tax laws and reporting requirements are subject to change, and additional documentation may be required to prepare your return. Completing an organizer or answering “yes” to a question does not guarantee eligibility for any deduction, credit, or tax benefit.

If you are unsure whether an item applies to you, please include the information or contact our office. We recommend that you upload your completed organizers and tax documentation into your CLIENTFLOW folder within your client portal.

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