Our tax organizer will help you assemble your tax information and make sure you don't miss any important deductions.
Feel free to contact the office for a personalized organizer, or to request that one be mailed to you.
2020 Individual Tax Checklist
2020 Individual Tax Organizer
529 College Savings Plans
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
To start using the client portal please log in using this form or register here.
Just need to send us a file? Don't worry, you don't even need an account! Just use our convenient SecureSend page.