Instructions
The best way to send us this information is through our new client portal. Please go there and follow the instructions there first so you can see what we need.
Please download the individual organizer above. It is short and concise organizer that we ask all clients to fill out. If you prefer the more lengthy organizer that includes prior year data that we have sent in the past, then please use the request button above. This is only available to returning clients. Feel free to reach out with any questions.
Prior Year Organizers
