Accessing your Web Client Organizer
To sign into your Web Client Organizer, use the login ID that was provided to you through e-mail.
The password to open your Web Client Organizer is your SSN. Enter the password using only numbers. For example, if your Social Security number is 111-22-3333 you would enter 111223333.
We have provided certain information from your 2011 personal income tax return to help you complete the Web Client Organizer with minimal time and effort.
Ways to Provide Levy Tax and Consulting with your Tax Information
1) Complete the electronic tax organizer. Enter 2012 information on the Web Client Organizer screens provided. If any information does not apply to you or is incorrect, delete it or make the necessary corrections. Please answer all applicable questions and use the Client Notes screen to enter additional information not provided in the Web Client Organizer.
2) Click on the PDF button within the web organizer to print out the PDF file to use that as your organizer. If you choose to use the static PDF instead of the web organizer, make sure you mail, scan, or fax the original documents and PDF to our office.
3) Gather all your tax documents received in the mail and forward them to us as you always have. Please keep in mind that all documents will be scanned into our system, so please do not staple papers if you mail them.
Please make sure to send all of the documents used to prepare the organizer to our office, including W-2s, 1099s, brokerage statements, K-1s, settlement statements, year-end mortgage statements, charitable contributions, etc.
Uploading Tax Documents to the Web Client Portal
We will need copies of your W2's, 1099's, and other documents needed to complete your return. To upload your tax documents to the web portal, click on attachments. Then click on browse to locate your document. Then click upload. We will now have access to this information. Upload as many files as you would like.
To contact us with any questions about your organizer or client portal, please call us at 770-804-3199 or email us at firstname.lastname@example.org.
Please confirm by e-mailing us back that you have received the necessary information needed to access your tax organizer.
We look forward to serving you this tax season.