Tax Organizers

We will be sending out the 2022 tax organizers soon. Please remember that we are using SafeSend to send out electronic organizers this year. To ensure that you receive your organizer, be sure to “white list” or add this email as a contact so our organizer does not end up in spam. If you've received a mailed organizer in the past, you should expect to receive it the same way this year.

SafeSend organizers will be sent out later this week, and paper organizers will be mailed on January 18th.

If you do not receive your tax organizer by January 25th, please email Kim Dziobak at

We will send out an additional newsletter this week with tips on how to use the SafeSend organizer.

Ways to Get Information to Our Office

SafeSend - This will be the best way to get us your information electronically this year. If you receive the link to complete the SafeSend organizer, you'll have the ability to upload your documents directly to our office.

Portal - Upload your documentation to your client portal. You can access your portal from our website,, or follow this link. Once you've logged in:

  • Select File Exchange
  • Open the "2022 Tax Return Documents" folder
  • Select Upload to upload your tax documentation 

Email - You can email your documentation to Please note: We do not recommend this method if SSNs are present on documentation.

Mail - You can mail your documentation through UPS to 3560 Avon Street, Hartland, MI 48383 or through USPS to PO Box 555, Hartland, MI 48353 (USPS not recommended).

Drop off - Our office will be open to our clients during regular business hours.

Scanning Documents

We are encouraging our clients to provide documentation in PDF format only. If you don't have a scanner, you can use your phone to create PDFs.

iPhone Instructions: Scanning a Document to PDF from iPhone

Android Instructions: Scanning a Document to PDF from Android

Important Dates

  • January 23rd, 2023: IRS opens for 1040 e-filing
  • March 15th, 2023: Due date for 1120s and 1065 returns

Reminder: Form-1099 NECs Are Due Soon!

1099’s are required for:

  • anyone (except corporations) to whom you have paid $600 or more in a calendar year for services, including rent.  

What information is needed from you:

  • W9 for each entity that a 1099 is required. If a W9 is not available, the following information is required if we do not already have it on file:
  • Legal name
  • Legal address
  • SSN or EIN
  • Amount paid in 2022

The deadline to provide 1099 information to our office is January 20th, 2023. 

January Office Hours

Monday - Friday

9 AM to 5 PM