Welcome to our 2007 Tax Organizer Portal. This tool works like our paper organizers but no trees were harmed in the making! You will access this information through a secure connection, no social security numbers or account numbers are entered on to this document. Our client’s privacy and security is most important to us.

Please reference our email for your client ID and password. (social security number+zipcode)

• Tax Organizer Portal

You will enter a new password of your choosing, which you need to remember or record for future use.

Now, we realize there may be lots to fill out here. You do not need to complete all in one sitting nor do you need to enter all of your information, especially if you already have it in another format. Please do what you can and at least complete the questionnaire. If you have lots of new activities in your life, check out our Forms and Links as a way to help you get organized. We still will need the original documents listed on the email and referenced in the organizer. A copy of your organizer will be included on the CD you will receive with your filing documents and final return.