Tax Organizers

2024 Tax Organizers - Are on their way to you

Our ACT Client Portal provides you the opportunity to receive your customized tax organizers electronically.

Our Client Tax Data Organizer is designed to help you in gathering your tax documents and key information needed in order to prepare your tax returns accurately and completely.

Please take some time to review the questions and documents requested when gathering your tax data for us.

As always, contact us if you have any questions.

We encourage you to contact us for an invitation to our portal, if you do not have one.

Miscellaneous Forms

2023 Privacy Policy

Power of Attorney - IRS

Power of Attorney - CT

Form W-9

This site is not intended to provide tax advice, all information is referenced broadly and not to a specific situation, tax and accounting consequences will vary greatly with each set of facts and circumstances. The information on this site does not create a client relationship. If you have specific questions feel free to contact our office to set up an appointment.