All electronic services are offered at no charge to our clients. You will want to make sure that we have an updated email address on file.

Tax Organizer
Our electronic tax organizer is uploaded to a secure website where you can access it with a username and password. You can fill it out online, saving it as you go and returning to it when you have the time, or print a paper copy to fill out by hand. If you’ve opted to fill out the organizer online, it may be submitted to us electronically with the click of a button. You may also choose to upload your scanned tax documents as attachments to the organizer.

Electronic Filing
We have been e-file providers for several years and no longer charge for this extremely efficient service. With your authorization, federal and state tax returns are sent to the appropriate authority via a safe and secure line. Confirmation of receipt by the taxing authority is received within 24-48 hours. We believe filing returns electronically is safer than filing by paper, since your social security number is protected during the filing process.

Tax Returns
Need a copy of your tax return? We are able to send a password-protected PDF file directly to your email account. This format makes it easy for you to store, forward a copy to a lender, or print for your own files.