START YOUR TAX RETURN

Welcome to tax filing season! All clients must complete our 2025 Tax Organizer.  Please also complete the additional steps applicable to your 2025 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 and the document will appear in your downloads. You can upload your completed templates directly to your 2025/Client Documents folder in Smart Vault.