Client Tools

client_tools
E-Organizer

For individual income tax returns, we encourage our clients to use our E-Organizer tool to submit their tax return data. This handy tool is easy to use and easier to get. Simply give us your name and e-mail address in the fields below, then click the Request Now button. You’ll receive the E-Organizer via e-mail normally within three business days. If you used our E-Organizer last year, the data fields will contain last year’s data…you only have to update the information.

Our E-Organizer is identical to the paper organizer that our clients have been completing in the past. The entries, however, are made through the computer rather than by hand. Once completed, you simply e-mail the E-Organizer back to us. Of course, supporting documents such as W-2s and 1099s still need to be mailed or delivered to us.

Once we receive the E-Organizer from you, we’ll review the input and contact you to clarify information or clear up any questions we may have. We will then make any necessary changes, just as we do with the paper-based version. After all is set, we then automatically transfer your data directly into your data file.

We have found that the E-Organizer saves our clients’ valuable time and increases accuracy of the information. We mail the paper organizer in late December. If you wish to try the E-Organizer, contact us.