Tax Organizer

Please login to our secure portal to access and download the 2023 and prior year organizers. Access your Secure Client Portal to download/upload files using your unique username and password. You may reset your password at login if you do not remember it.

New Clients, please schedule your appointment to receive an invite to our portal, where you can create your account username and password. 

Once logged into the portal, you will find the Organizer for Tax Year 2023 and prior years in the “Public Documents” folder within your portal. Note: 2023 Organizers will become available on January 20th.

If your company is a Sole Proprietorship or a Single Member  LLC (does not include corporations or partnerships), please use the individual worksheets as your business income and expenses are reported on your personal return. 

– To help you with gathering the necessary documents to upload before your appointment:

             Documents to Upload

– If you are the custodial parent of a child or other dependent and want to release the exemption to the non-custodial parent, the following form 8332 must be completed and submitted with your other documents

           Form 8332 – Release (or Revocation of Release) of Claim to Exemption for Child by Custodial Parent

– Other Helpful information

           Scheduling Your Appointment & Getting Organized

           Working with SmartVault

           1099 Reporting Requirements