For individual income tax returns, we encourage our clients to use our E-Organizer tool to submit their tax return data. This handy tool is easy to use and easier to get. Simply fill out the contact information below and you'll receive the E-Organizer via e-mail normally within three business days. If you used our E-Organizer last year, the data fields will contain last year's data...you only have to update the information.
Once we receive the E-Organizer from you, we'll review the input and contact you to clarify information or clear up any questions we may have. We will then make any necessary changes, just as we do with the
paper-based version. After all is set, we then automatically transfer your data directly into your data file.
We have found that the E-Organizer saves our clients' valuable time and increases accuracy of the information. We mail the paper organizer in late December. If you wish to try the E-Organizer, just complete the form below.
Within the email is a link to the E-Organizer. After clicking the link, you will be prompted to open or save the E-Organizer file (please save to your desktop so it is easy to locate). After opening the E-Organizer (double-click the icon) you will be prompted to enter the password. Click Continue to proceed.
The E-Organizer “home” page is displayed. It includes instructions on how to enter your personal and tax information, including how to add new items and how to import data from online providers, if applicable. Our E-Organizer is identical to the paper organizer that our clients have been completing in the past. The entries, however, are made through the computer rather than by hand. Once completed, you simply e-mail the E-Organizer back to us. Of course, supporting documents such as W-2s and 1099s still need to be mailed or delivered to us.
Importing Data
If you have online accounts with certain providers (banks, brokerage firms, etc.), you can import this data using Instant Data Entry (IDE) technology. You just click Import Data on the E-Organizer screen and follow the instructions.
If you prefer a paper organizer, please find below a blank organizer in pdf format.
