For Individuals / Tax Preparation / How It Works

What is the eOrganizer?

The eOrganizer is a MS Word based questionnaire that helps you gather all the information needed for us to prepare your tax returns. There is nothing to install; simply open the file emailed to you by one of our representatives after completing the Request the eOrganizer form. It's easy-to-use and simple, only requiring approximately 30 minutes to complete. To start today, click here to Request the eOrganizer.

How It Works

It's simple. Have your tax returns prepared by one of our tax professionals by following four easy steps:

	Request the eOrganizer (1 minute). Navigate to the Request eOrganizer page and fill out a simple form to request the eOrganizer. You will receive an email with the eOrganizer from one of our representatives within 24 hours.
	Answer questions in the eOrganizer and send tax documents (40 minutes). Complete the eOrganizer and send us relevant tax documents. If you have any questions while completing the eOrganizer or not sure about which tax documents to send us, please contact us or refer to the Instructions to the eOrganizer.
	Schedule a phone call to discuss your tax returns and ask questions (20 minutes). Upon receiving your completed eOrganizer, one of our tax professionals will contact you to schedule a phone call to go over your taxes and answer any questions.
	Review and approve your tax returns (30 minutes). Your returns will be ready for review within three business days after all required information has been received. Draft tax returns will be emailed to you as a password-protected PDF file.
	* Free e-file. Upon your approval, we will e-file your returns at no extra charge and send you a password-protected CD containing your tax returns.

If you have any questions about our process and how it works, please do not hesitate to Contact Us.