START YOUR TAX RETURN

All clients must complete our 2023 Tax Organizer.  You must also complete the additional steps applicable to your 2023 tax situation.  To access the Tax Organizer, you must first accept the separate email invitation from Intuit Link. You can subsequently access the Tax Organizer through the icon next to Step 1. To access the templates, please click on the related text. You can upload your completed templates directly to your Client Documents folder in Smart Vault.