2017 Online Tax Organizer

January 5, 2018

Your Tax Organizer Checklist is the important first step in analyzing your tax position for the year. Our online version is designed to help you quickly and conveniently provide us with critical information to maximize your deductions and minimize the hassles. The checklist is personalized with some of your prior year data. The main item we ask you to complete is the questionnaire section at the front.
Here is how to access yours:

Follow the steps below to access and print your 2017 tax organizer via our Client Center at

Step 1: Login

1. Go to
2. Select Client Center at top, select Client Login
3. Enter Username and Password (supplied to you with your 2016 tax return). If you need help with your Username – please contact Christina at or 614.854.9000 x 206. Select ‘forgot password’ if you no longer have your password.
4. Click Login

As part of the new IRS regulations, the passwords to login to your web account are changing. When you go to login, you will be prompted to change your password. This password is required to change every 90 days.

Step 2: Select and Print

1. Select Your name on the left and open the Tax Returns Folder, then select 12-31-17.
2. Click on the Client Organizer and Print.
3. Complete Organizer - Please use blue or black pen to fill out organizer.

If there are specific forms that you are familiar with and have completed in previous years for a small business proprietorship or rental properties, you can obtain blank forms at our website
1. Select Client Resources > Client Forms
2. Print the Organizer pages that fit your specific tax needs

Step 3: Deliver

Our Firm moved in November 2017
Please note our new address.
• If you are mailing documents please use:
PO Box 218 Galena, OH 43021
• If you are stopping by the office our physical address is:
10 W Park St Galena, OH 43021

Gather your source documents (W-2, 1099, 1098 ,etc.) and deliver to the office


Scan and Upload them, along with your organizer, using ‘File/Document Exchange’.

We are aware that not everyone is comfortable with computers or has internet access. To request an organizer be mailed to you, contact Christina at 614.854.9000 ext. 206. NOTE: If you requested a paper tax organizer for 2016, you will be receiving a 2017 organizer in the mail within the next week.

When your tax data has been assembled, please deliver to our office at your earliest convenience. We must have the information in our office no later than March 16, 2018. Your cooperation is sincerely appreciated.

Our appointment days are Monday, Wednesday and Friday through February 28th; Monday and Friday through March 16th. Our last office appointment will be March 16, 2018. If you need an appointment, go to our website and select Appointment at the top and complete the request form. We will confirm the date and time with you via email. Please schedule before March 1st. Most people don’t need an appointment to have their tax returns prepared by us. We have found that we can serve you better by calling or emailing, while in the working process once we have an in-depth knowledge of your current year tax situation.

We will be filing all Federal and State tax returns electronically this year. Most City returns, with the exception of RITA and a few select others, cannot be filed electronically so we will print and assemble the paper copy for you to mail in. A copy of all your tax returns will be available on your personal secure online account to view, print or save in pdf format. The login information will be the same as noted earlier.

We will not submit your tax returns electronically until we have the signed authorization (Form 8879) from you and payment for our services. You can mail a check to our office for payment or go to our website and select Make a Payment to pay with a credit card.

We look forward to working with you again this tax season.

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