Client Authorizations and Organizers can be provided digitally or by paper. Choose from one of the options below:

YOU CAN SUBMIT YOUR AUTHORIZATION AND ORGANIZER(S) ONLINE SECURELY USINGTHE LINKS BELOW

TAX YEAR 2022 ENGAGEMENT & AUTHORIZATION TO PREPARE – ONLINE VERSION

TAX YEAR 2022 PERSONAL TAX ORGANIZER – ONLINE VERSION

TAX YEAR 2022 BUSINESS INCOME & EXPENSE ORGANIZER – ONLINE VERSION

TAX YEAR 2022 RENTAL PROPERTY INCOME & EXPENSE ORGANIZER – ONLINE VERSION

YOUR AUTHORIZATION AND ORGANIZER(S) CAN BE SUBMITTED ON PAPER BY DOWNLOADING THE FORMS BELOW

TAX YEAR 2022 ENGAGEMENT & AUTHORIZATION TO PREPARE – PRINTABLE PDF VERSION

TAX YEAR 2022 PERSONAL TAX ORGANIZER – PRINTABLE PDF VERSION

TAX YEAR 2022 BUSINESS INCOME & EXPENSE ORGANIZER – PRINTABLE PDF VERSION

TAX YEAR 2022 RENTAL PROPERTY INCOME & EXPENSE ORGANIZER – PRINTABLE PDF VERSION