Most people prefer mailing their tax packet, but if you’re a “scan and email’ person looking for the convenience of filling out your tax packet without the stone age use of a pen, you’re in luck.
Tax packets are now available as a fillable PDF (New Client, or Current Client). Our Flight Calendar is also available as a fillable PDF here, which you can save to your computer or your phone/tablet.
1. Click on either New Client Fillable Packet or Current Client Fillable Packet to open the forms and save the document to your computer or mobile device with a unique name.
2. When you are finished filling out the document, attach it to an email and send it to firstname.lastname@example.org or request a secure portal login.
3. Don’t forget to include scans of your tax documents. (Please try to scan your tax documents into one file, rather than sending us a billion separate attachments. If you only have a few tax documents, don’t stress over this)
*If you are using a phone or tablet to complete the fillable form you may have to download the Adobe Reader App. Many PDF reader apps do not work correctly with fillable forms.