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Client Tax Organizer

In an effort to make communications with us easier, we will be sending our 2023 tax organizer to our clients electronically.  We use Intuit Link software as our tax organizer.  If you did not receive your tax organizer by early 2024, please contact Beth at


Intuit Link

We are utilizing Intuit Link this year to ask questions and to request documents. This will collect all data in one area and alert us when you have completed the requests.  You may complete the Intuit Link Tax Organizer request at your leisure.  We can send additional document requests for you to see through Intuit Link as well.  The terms and conditions attached to our Engagement Letter are included with Intuit Link.  Intuit Link gives you a dashboard to track your progress, see a To Do List and show you what documents we are requesting, and provide a place to upload them.   Please watch for your Intuit Link invite.  Registration is simple, just use your email address and a password of your choice.


We have an EXCEL version of our tax organizer for those who have limited internet access or online capabilities or are unable to use Intuit Link.  It can be downloaded and filled in from your computer and then sent back to us once completed or you may download, print and fill in by hand and scan back to us.  The 2023 Client Tax Organizer is now available in Excel format below. 


Tax Documents:  This year, we have these methods by which you may send documents to us: Intuit Link, SmartVault portal, Hightail document transfer service, and email attachments.   The preferred document transfer method is our secure Intuit Link or secure SmartVault portal.  See our FILE TRANSFERS for more information on how to get us your documents.  If you send us documents by email, please password protect them!


Intuit Link is used to upload documents while filling out the Tax Organizer questionnaire.  We can request documents from you here and alert us when you have completed the requests.  


Please watch for your Intuit Link invite when we send out the Tax Organizer.  Registration is simple, just use your email address and a password of your choice.

Client Tax Organizer

The 2023 Tax Organizer is now available here. 


Contact us for the password to open the organizer.

Supplemental Templates

The 2023 Supplemental Templates are now available here for download.

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