Tax Season Resources

To read our annual Tax Season Welcome Letter and our Tax Season Best Practices document, please click below.

Click here to easily complete our annual 1040 tax questionnaire online.

To e-sign your engagement letter for tax preparation services, please select one of the links below. Please note that once you e-sign, you will receive an email to confirm your identity. You will need to confirm your identity for your signature to be fully executed.

Upon request, we will send you your very own tax organizer, which is pre-filled with your tax information from the previous year.  While it is not required, an organizer can serve as a useful guide when organizing your tax documents.  To request an organizer, please click on the link below.

Click here to upload documents securely using Citrix Sharefile.

This year we will be delivering completed tax returns electronically using a secure and convenient tax return delivery system called SafeSend Returns. For more information on what to expect when you receive your tax return, please click below to watch a short video.  If you wish to receive a paper copy instead, please indicate your preference on the Tax Questionnaire.

If you or anyone in your household were the victims of identity theft and the IRS was made aware of the issue, an Identity Protection PIN should have been mailed to you during the first week of January.  Please provide us with this IP PIN letter along with your other tax documents.

We want to express our gratitude for your business and support. We look forward to working with you this season and for years to come.