Annual Tax Organizer

Organizers | Other

Thank you for allowing us to serve you in this annual responsibility. Our goal is to make tax filing as simple and secure as possible.

Cybersecurity concerns have increased our identity theft precautions. Our TaxDome site provides our highest level of secure communications. You can now Esign the Engagement Contract and submit it to then receive the organizer to fill out.  Please DO NOT create a new account if you are an existing client.  If you cannot login, click on Forgot Password to reset it.  If you need help, please call the office at 330-493-1814.

Tax Organizer:

• • How to Edit the Organizer
• • TY23 Introduction
• • TY23 Personal Info
• • TY23 Checklist
• • TY23 Misc. Info
• • TY23 Self-Employed
• • TY23 Clergy Info
• • TY23 Rental Properties
• • TY23 Complete Organizer

Are you saving enough for retirement?

We can help!

• Insolvency Worksheet (use if you experienced foreclosure or had debt forgiven)
• Business Organizer
• Non-Profit Organization Tax Organizer
• Inheritance & Deferred Tax Review Engagement Letter

If you have any problems with these documents, please email us at contact@sharetheharvest.com. If possible, please describe the problem you are encountering.