Expert Tax Services
For our Clients
Welcome! We look forward to working with you to provide tax planning and preparation for your business and personal returns.
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Whether you are a new or existing client, we ask that you complete the Organizer below and return it to us by uploading to the Intuit Link portal. Access to this site is available through an email invite, where you will create a login or use your existing credentials.
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If you cannot locate the Intuit Link portal email invite or are having issues accessing the site, email taxteam@vansicklecpa.com.
1
Download and complete online the Taxpayer Organizer.
This is a five-page fillable PDF. To save your content, click download document "with your changes."
3
Return completed Organizer to us by uploading to the Intuit Link portal, along with all tax documents. Please do not email these PDFs to us.
4
Download the Taxpayer Checklist.
This document is for you to use as a guide in collecting information for your return. This is for your use only. It does not need to be returned to us.