Personal Tax Organizer

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Our 2015 personal tax organizer sheet  will help make sure we are up to date with any changes that have taken place in the last year that may affect your tax return.   Please include it with your personal tax records when you send them to us.

To help you submit your personal tax records electronically we now have a client portal! By using our new client portal you will be able to share files with us and request documents and invoices. We are very excited to introduce you to the portal and it is very simple to set up! If you would like to get your account set up please send Inez an email at and she will send you an invitation to join the portal party!

We are looking forward to preparing your return and meeting with you again this year.


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