Skip to main content

Personal Tax Organizer

The Personal Tax Organizer PDF helps facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You may then print the completed tax organizer and bring it in with you when you come to the office, or simply e-mail it to us beforehand.


If you would like to submit your personal tax records electronically, we now have a client portal! By using our new client portal you would be able to share files with us and request documents and invoices. We are very excited to introduce you to the portal as it is very simple to set up.

If you would like to get your account set up, please send an email to and we will send you an email to create your account on our portal.

We are looking forward to preparing your return and meeting with you again this year.