The Online Interactive Organizer site allows you to organize your tax information online.
This "next generation" Client Tax Organizer provides you with a convenient way to collect and share your tax data with us.
You can use the "Secure File Exchange" to provide us scanned source documents such as your W-2's, 1099's, or any other information. You can also access your annual "Tax Organizer" to directly input some of your information or update your client data and return it to us online. Its fast and easy!
To start using the Interactive Organizer site, please log in above.