Our organizer will guide you in the process of gathering data so you and your tax professional can check that all of your tax documents have been provided. While this is not a requirement, it does help us to ensure we complete an accurate tax return on your behalf. DOWNLOAD OUR ORGANIZER HERE and print it to complete by hand or fill it out online and upload securely via our Portal. If you have any questions about our organizer, please contact us at 816-531-2822 or use the form below: