Online Organizer for
Tax Season 2024

It’s tax season again, and I wanted to give you a quick overview of your online organizer for the 2023 tax year. I’ll show you how to sign in, review the engagement letter, and complete the questionnaire. I’ll also guide you through the document checklist and explain how to notify us when you’re done uploading your documents. It’s important to complete these steps accurately so we can prepare your tax return with confidence. Let’s get started!