The document that seems to cause the most stress is the tax organizer. The tax organizer is the document we send to you to help you collect and organize your tax information. It looks like a lot of work but it doesn't have to be. Look for an article next month that gives details about how to complete your tax organizer.
We will be sending tax organizers in early January. There are three ways to receive your organizer:
1. In the mail - We will send you a hard copy in the mail with a return envelope. You will fill out the organizer, collect your documents and mail or drop off your documents to our office.
2. Email - We can email a pdf. You will need to print the pdf., collect your documents and mail or drop off your documents to our office.
3. Portal - New this year! For those clients who have registered their portals, we will be uploading a pdf copy of the organizer to your portal. You will need to print the pdf., collect your documents, and upload everything to your client portal or drop off your documents to our office.
Contact us at 810-991-1761 or email Michelle at [email protected] if you would like to change or have questions on how to receive your tax organizer. We look forward to hearing from you.
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