CLIENT ORGANIZER

An online tool that prompts you with questions that will help us determine if you are eligible for certain benefits or have additional filing requirements.  It also indicates the documents you had last year so that you know what you should be receiving in the current year.  You have the option of attaching those documents within the organizer rather than uploading to the portal or dropping off.

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• Please contact our office if you would like to access the online organizer.  We will be happy to set you up and provide login credentials.

 

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ORGANIZER LOGIN