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Abacus Financial Group LLC
Tax Preparation - Financial Planning - Investment Management

Access your Web Organizer from this page

 

You may now fill out your tax organizer online!  Call our office to receive your UserID and Password via email, and a copy of our Engagement Letter for you to sign and return.  Your Web Organizer allows you to attach electronic files such as spreadsheets, PDFs and scanned documents.  In addition, it will have your prior year's information in the correct fields, to assist you in completing your current year data.

When you have completed your Web Organizer you may Submit it to us.  We will receive an email indicating that the Organizer is ready to be downloaded.

Any information that you cannot attach electronically, you may send to us via U.S. mail or by fax.  In general, your tax return should be available within 10 business days of submitting all your data.

FIRST TIME filling out the organizer?  Download and print our "Item List" to complete your organizer.

DOING AN EXTENSION?  Use the WebOrganizer to give us your current information and to estimate any other sources of income, so we can help you to determine if any tax is due with your extension.