When we prepare your taxes, you'll receive a survey called an Organizer. Organizers are visible on your To-do list and have a paper and pencil icon. You will also receive an email from us to fill out the Organizer in the client portal.
When we prepare your taxes, you'll receive a survey called an Organizer. Organizers are visible on your To-do list and have a paper and pencil icon. You will also receive an email from us to fill out the Organizer in the client portal.