Tax Information and Access Options

For your convenience, we offer various options for providing tax information to us and receiving your completed tax return. We understand that individuals have different preferences and would like to make filing your tax return as easy as possible. Please answer a few quick questions below to help us in completing your tax returns:

Name*
Tax Year*
Tax Organizer Options*
As your tax documents start arriving in the mail, it’s time to get organized for tax return preparation. We offer several different options to help you with your document organization. Please select how you prefer to receive your tax organizer:
- Online Tax Organizer
- Paper Organizer
- PDF Organizer
E-filing Options*
We are required to e-file all personal tax returns. It is secure, fast and easy; however, you can opt out of e-filing. If you choose to opt out of e-filing, you will be required to sign an opt-out statement and will be responsible for mailing your returns to the appropriate government agencies. Would you like to e-file your income tax return?
- Yes
- No
- I would like to discuss this with my tax preparer
Copy of Your Completed Tax Return*
We provide a copy of your completed tax return for your permanent records. One option of your choice is included in the cost of your tax return. Please select how you prefer to receive a copy of your tax return:
- PDF supplied on a flash drive
- PDF posted to ShareFile
- Paper copy
Phone
This field is for validation purposes and should be left unchanged.

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