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Providing effective

FINANCIAL STRATEGIES

Tax Organizers

Courtney Roberts, Firm Administrator

January 20, 2016

As another tax season quickly approaches, we wanted to inform you that you will be receiving your tax organizers over the course of the next week.

Please be aware that your client organizers are password protected for your privacy. You can access the emailed PDF version of your tax organizer by entering the primary taxpayer's social security number without any dashes.

You may return the completed tax organizers and corresponding tax information to one of our tax professionals via email, mail, or your online portal. You may also drop off the information at our office.

   

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