Your 2023 Tax Organizer

For existing clients, you can use the tax organizer to alert us of any changes to your situation from the previous year and send it along with your current years tax documents through our Client Portal.

Click here to access the Client Portal.  

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New clients, please fill out and submit both the New Client Info and Tax Organizer.

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New this year!  Download our new mobile app from Google Play or the App Store. Just download the SecureFilePro app and log in with the email address you use to access your client portal. Upon receipt of your documents, we will be in touch with next steps

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You can also send us your tax documents via e-mail to dom@itstax.net or fax to 800.771.0829

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