Tax Organizers via the client portal/or paper went out the end of January
TaxCaddy went out the beginning of February
Fiduciary Organizers went out the beginning of February
If you have not received your tax organizer or if you would prefer to be sent a different one, please contact us as soon as possible. The deadline to receive your tax information is Friday, March 18th in order to have them prepared before the April 18th deadline.
- You can safely drop off your tax information in our drop box next to the front door
- Send via mail, FedEx or UPS
Upload to the client portal HERE
In order to continue having a safe environment for our clients and our staff, Hamilton Tharp will be doing virtual appointments. If you would like to schedule an appointment, please make a notation on your tax organizer, e-mail your CPA or give us a call! We would be happy to schedule that for you!