Welcome to our Client Portal!

 

Click here to access our secure online tax organizer

If you need to pause and come back, click the “Save” button at the very bottom of page two. You will be given the option to have your saved organizer emailed to you so you can pick up where you left off.

 

Our organizer uses 256-bit Secure Socket Layer (SSL) encryption during transmission and is only accessible over HTTPS. SSL is the industry standard for ensuring that data is encrypted when being sent to a web server from a browser. Your data is also encrypted while at rest and while it is stored locally–such as when you’re actively making entries.

 

Click to securely upload your organizer and tax forms

This link will bring you to our personal, secure file transfer page. On the left side of the screen, you will see a box that says “Guest Exchange.” Inside that box, click the “Upload” button and follow the instructions to securely share your files with us.

 

Click to schedule your wrap-up appointment

This link will bring you to our Calendly page. Current clients, please select the 60-minute time block for your wrap-up appointment.

If there are no appointments available via this link or if this link is deactivated, please call us at (352) 797-2461. We will find a time that works for you.

 

 

Legacy Organizers

Below are PDF organizers if you prefer the “old fashioned” way of submitting your data. Caution…these will likely take longer to complete than our secure online organizer above!

 

Click to download the Tax Organizer and Agreement Letter

Once the file opens, click “File” in the upper left-hand corner, then click “Download” to download the file to your computer. This is a fillable PDF, and you can either print it out to sign it, or you can use your mouse to sign it electronically.

 

Click to download the Rental Property Add-on Organizer (landlords only)

Once the file opens, click “File” in the upper left-hand corner, then click “Download” to download the file to your computer. This is a fillable PDF, and you can either print it out to sign it, or you can use your mouse to sign it electronically.

 

Click to download the Sole Proprietorship Add-On Organizer (self-employment, 1099 income) 

Once the file opens, click “File” in the upper left hand corner, then click “Download” to download the file to your computer.

If you have any questions or concerns, please visit the contact page.