Tax Organizers

Our tax organizers help facilitate the process of pulling together your tax information. If possible, please bring your completed tax organizer with you to your tax appointment.

Complete the Client Organizer for Individuals in our Resource Section to ensure rapid completion of your return, or our Client Organizer for Business. You can email it to us as a PDF, upload it through our secure file share, or print it and bring it with you when you meet with your tax professional, either in person or by phone.

GRF Tax clients may use our Client Portal to submit tax documents and share information securely with GRF Tax professionals.