It’s that time of year again! We have printed digital copies of your 2022 tax organizers to your secure client vault (Smartvault, your login will be your email address associated with your account).
Organizers can be found in the TY22 folder => Client Source Documents. Please note there may be two files in this folder, disregard the one-pager with miscellaneous questions as it is a duplicate.
These organizers are meant to be a reference/guide for you to not only inform us of any important changes that may have occurred in 2022, but also to serve as a reminder of which forms, documents, and specific information you may need to gather and upload to the vault. Please let us know if there are any questions, response time is typically faster with email inquiries.
We realize a lot of annual tax forms are not made immediately available (i.e. brokerage statements, K-1’s) so it can be extremely helpful for you to send us a quick note when you believe everything has been provided and we can begin working on your returns.