Serving Clients Since 1990
Call Us Today: (330) 493-1814

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:


Are you saving enough for retirement?

Do you have an employer retirement plan?

We can help!

Other Tax Worksheets:

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

Have a question? Message us today!