Get Ready for Tax Season with Us!

Tax season is right around the corner, and we’re here to make the process as smooth as possible for you.

Our tax organizers will be available in January 2025 through SFP (Secure Files Pro) and Drake Portals. These tools are designed to streamline your preparation and ensure you don’t miss any important details. If you need help accessing the portal, don’t worry – we’re here to assist you every step of the way.

The organizer is flexible – use it in the way that works best for you. Many clients find the checklist especially helpful for remembering what they included last year.

Prefer a printed version? No problem! We can print your organizer for you to pick up, ensuring non-tech options are available for everyone.

At the end of the day, our job is to help you navigate tax season with ease. Let us know how we can support you!

Feel free to reach out with any questions – we’re here to help!