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Jump To: Tax Organizer Request | Client Forms
Extension Requests
Please fill in the form associated with your request below. You must be a prior client to file an extension through us. Thank you.
Looking to setup your Portal Request? Click Here
IMPORTANT:
*You MUST have filed your 2023 return with us in order to receive a 2024 organizer!
New Clients
When you are a new client, you may request a blank tax organizer to assist you in preparing for your upcoming return. You may request that this be mailed through USPS, or it can be sent electronically through our secure documents portal.
Current Clients
When you are a current client, you will automatically be sent an organizer each year in the same way that you requested in previous years.
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You will receive a tax organizer that has the prior year's tax information, as well as a blank column for the current tax year.
This will allow you to gather information in an organized fashion but also see the comparison from the previous year.
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