Easy as one, two, three...

Tax deadline is April 15, 2024

Step 1

Sign Engagement Letter

Let's get started! Click below to sign the 2023 tax prep engagement letter.

Step 2

Complete Tax Organizer

You must complete a tax organizer for tax prep. You have two options-

1. Complete online tax organizer by clicking "Start" below; or

2. Click here to download a PDF organizer.

Step 3

Upload Tax Docs

Once you've completed steps 1 and 2, please upload your tax docs by clicking the Secure Upload button below.

You can revisit this upload link as many times as you want to upload additional docs. You'll enter your name with each upload, so we know who the docs are from.

Frequently asked questions

Do I really need to complete a tax organizer?

Yes, it's a really helpful exercise to make sure you're not missing anything for 2023, and to alert us if we need to follow up regarding any items like: crypto/NFTs, dependents, investments sold, missing tax forms, additional income, etc.

What if I want to file an extension?

We will not automatically e-file extensions for you without your written consent. Any 2023 taxes you owe will still be due on April 15, 2024, even if you file extensions.
Created with