Broker Check

Organizers and Welcome Packet

Please select the Organizer that applies to you. For example, if you run a small business out of your home, select "Individual & Sole Proprietorship Organizer". Once you fill this out, save as a PDF to your desktop and upload to our portal here

If you have filed with us in a prior year, you only need to focus on new information. For example, we don't need your address as long as it has not changed. We only need you to put your SSN and name on the top so we can associate the document to your file in our system. 

*If you own a business you have several options so that you don't have to fill out the financials on the organizers:

  • Upload Quickbooks File (for QB desktop users)
  • Invite us as accountant (for QB online users)
  • Upload your Profit & Loss, Balance Sheet, and Cashflow statements
  • If we are your bookkeeper, we will already have access to this data