Online Client Organizer

January 6, 2017

Your Client Organizer is the first important step to 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.  We revamped the client tax organizer this year to be more of a checklist.  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 your Portal for the organizer:

Follow the steps below to access your portal and print your 2016 tax organizer via our Client Center.

Step 1: Login

1.    Go to
2.    In the Client Center, select Client Login
3.    Enter Username and Password (supplied to you with your 2015 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 portal are changing. When you 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 12-31-16.
2.    Click on the Client Organizer and Print.
3.    Complete Organizer -  Please use blue or black pen to fill out the 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 > Tax Organizers
2.    Print the Organizer pages that fit your specific tax needs

Step 3: Deliver

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


Scan and Upload them, along with your organizer, using the ‘File Exchange’ folder within your Portal.

We are aware that not everyone is comfortable with computers or has internet access.    If you requested a paper tax organizer for 2015, you will be receiving a 2016 organizer in the mail within the next week. If you don't receive one, you may request another organizer be mailed to you by contacting Christina Bailey at 614.854.9000 ext. 206.

When your tax data has been assembled, please deliver to our office at your earliest convenience.  To assure that your tax return will be completed by the deadline (April 15, 2017), we must have the information in our office no later than March 15, 2017.  Your cooperation is sincerely appreciated.  

Our appointment days are Monday, Wednesday and Friday through February 24th; Monday and Friday through March 13th.  Our last office appointment will be March 13, 2017.  If you need an appointment, please call and speak to Christina at extension 206 to 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, faxing or emailing you 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.  A copy of all your tax returns will be available on your personal secure online portal 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 (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 Pay Our Fee to pay with a credit card.

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


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