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Online Tax Organizer

Tax Organizer Login

Our  online tax organizer helps you organize your tax information to ensure that you don't miss any important deductions.  You will be provided access to your own secure portal for uploading and receiving documents.  Here are just a few basic steps to complete your tax return from home:

  1. Call us today at 952-855-1111 and ask for our 2019 portal.
  2. We'll send you an email with a link that will allow you access to your organizer and safely transmit sensitive documents.
  3. You follow the instructions and submit your supporting documents electronically.
  4. We review your return, send you an electronic copy, you review it, authorize the efile, pay online and we do the rest.  You will receive an electronic confirmation once your return is sent to the taxing authorities.

If you prefer to schedule an appointment at our office, call us at 952-855-1111 and request an organizer.  You have the option of; 1) requesting we mail you an organizer, and 2) receiving an organizers that is password protected via email. 

Please fill in your responses as best you can. Remember, you can return to this organizer at anytime, using your unique Username and Password. to complete any unfinished items.

If you already have a tax organizer account, please login using the above form.

If you don't have a tax organizer account yet, please register here.

Please call us at 952-855-1111 should you have any questions..

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (952) 855-1111

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