Tax OrganizerUse Contact & Support when
Send or route
You need to send a question, provide context, route a request, ask about status, or reach the right shared team inbox.
Route the request to the right team
Contact & Support
Use this page to send a question, route a request, or find the right shared inbox. Use the Meetings page only when a live conversation is the right next step.
Client services
Not sure where your question belongs? Start with CL.
CL is our primary client services person and the front line for client communication. She helps clients get connected to the right team, the right person, and the right method.
Use Meetings when
Schedule time
The issue needs a conversation, planning judgment, onboarding, training, or back-and-forth that would be hard to solve in one written message.
Best first steps
Active tax return work belongs in the Tax Organizer. If you are unsure where something belongs, email CL first so she can route the request without adding an unnecessary meeting.
Choose the closest match
Start here if unsure
Client Services
CL is the front line for client communication. She can route your question to tax, bookkeeping, payroll, billing, or the right next step.
Return documents
Active Tax Return
Use the organizer first for documents, missing information, signatures, and questions tied to a return we are preparing.
Planning, notices, estimates
Tax Questions
Use this for planning, strategy, estimates, tax notices, and payment deadlines that are not part of an active organizer request.
Monthly books
Bookkeeping
Sara manages bookkeeping. Joyce and Kim help with books, reports, transactions, and bank feed issues.
Payroll support
Payroll
Use payroll email for payroll runs, new hires, terminations, paycheck questions, and payroll tax notices.
Invoices and agreements
Billing and Engagements
Use this for proposals, engagement terms, recurring charges, billing records, and billing portal questions.
Advisory topics
Consulting and Planning
Use this for Profit First planning, cash flow, pricing, entity questions, and other advisory topics.
Still looking for the right place?
Need a login or payment link?
Use the tool login directory for the tax organizer, billing portal, payroll tools, bookkeeping tools, IRS links, state links, and city tax links.
Need help understanding the process?
Use the Help Center for click-through walkthroughs and the Tax Process page for return-stage guidance.