To make things easier for you and our team, the documents that in prior years you placed into our hard-copy Tax Organizer can now be uploaded below. Please refer to the lists for each section if you are uncertain about what to include.
If you prefer to use a hard-copy organizer, just email email@example.com, or call 216-688-3737, ext. 100, and we'll drop one in the mail to you.
Thank you, and happy tax filing season!