TAX ORGANIZERS ARE BEING SENT THIS WEEK !
January 19th was the official opening of tax filing season for individuals. It's time to start gathering the supporting documents for your 2015 tax returns so you can fill out your Tax Organizer. For security purposes, these will be sent via
unless you've requested otherwise. If you don't yet have a registered portal, you can easily set one up. The email notification to access your Organizer will come from
For Portal FAQ's, click
Remember that you can only send us the Organizer once, so please complete it as best you can before sending. We will also need you to sign and return the
Engagement Letter, which shows as an "Actionable Item" on your portal.