I hope all my clients are having a good holiday season so far. Our tax organizers will be mailed out in early January, with an engagement letter to sign and some questions to answer so that I can begin preparation of your 2020 taxes. I look forward to working with you again, and going through the process with some new clients for the first time.

If we regularly send documents back and forth via the Intuit portal, I will upload your organizer there; otherwise, we default to mailing it to your home address.

If you would like to start using the portal this year, use the mail instead, or get your package delivered elsewhere, please let us know now. Thank you!