When finished, save the completed organizer to your computer. We recommend saving the file to your desktop to make it easer to locate later. The Tax Organizer file name will be automatically saved as “taxorganizer.pdf”
When you are ready to send your completed organizer to us, you may use either method below.
Create an e-mail to us and attach your saved Tax Organizer file to your e-mail by clicking Insert, File Attachment and send to: