Tax Organizer Login

Thank you for considering us regarding your tax preparation needs.  Your returns will receive the personal attention necessary to ensure you're paying the least amount of tax required.  We assure you that your financial matters wil be handled professionally and confidentially.

Our New Client Online Tax Organizer helps you organize your tax information.  This organizer is designed for new clients.  Returning clients receive a highly personalized organizer by mail or email.  It contains personal data as well as data from prior year's returns.

If you don't have a tax organizer account yet, please register here. Once registered, we will receive a notification to accept you as an approved user on our site. To expedite this process, just contact our office and we will complete this process with you immediately on the phone. Once accepted, you wil be able to complete your Organizer on this site.

If you already have a tax organizer account, please login using the login area provided.

When your Organizer is complete, you will be able to send it through the website, or if you wish, you may print it and mail or deliver it to our office with your data.  You can return to this organizer at anytime, using your unique username and password, to complete any unfinished items.

We are happy to announce that our pricing has been frozen at last year's rates.  We also offer new client and referral discounts.  Here is more good news!  We are including all of the following services complimentary with every return we prepare:

  • Personalized report designed to pinpoint areas where opportunities exist to reduce taxes.
  • Review of IRA and/or 401(k) allocations and beneficiary designations.
  • Review of existing life insurance policies.
  • Dependent children's return preparation (limit of 2).

Please contact our office if you have any questions.