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 USING THE LINKS BELOW

2023 Engagement Request & Authorization to Prepare Tax Return(s)

2023 Personal Client Tax Organizer

2023 Business Income & Expense Organizer

2023 Rental Property Organizer

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

2023 Engagement Request & Authorization to Prepare Tax Return(s)

2023 Personal Client Tax Organizer

2023 Business Income & Expense Organizer

2023 Rental Property Organizer