Request a 2025 Tax Organizer
Get your personalized tax organizer delivered securely through our client portal.
Secure Portal Delivery
Your tax organizer will be delivered through our secure client portal to protect your sensitive information. If you don't already have a portal account, one will be created for you automatically.
How It Works
Submit Your Request
Fill out the form with your information and tax situation details.
We Prepare Your Organizer
Our team will create a personalized organizer tailored to your needs.
Access Via Secure Portal
You'll receive an email with instructions to access your organizer through our encrypted client portal. New clients will receive account setup instructions.
Complete & Upload Securely
Fill out your organizer and upload your tax documents directly through the portal - all encrypted and secure.
Your Security is Our Priority
- ✓ Bank-level encryption protects all data in transit and at rest
- ✓ Secure portal access - no sensitive documents sent via email
- ✓ Two-factor authentication available for added account protection
- ✓ IRS-compliant data handling and storage practices
Already have a portal account?
You can log in directly to access your organizer and upload documents.
Go to Client Portal