Leich & Associates CPA, PA - INDIVIDUAL TAX ORGANIZER

MyTaxInfo is a feature available to existing individual (Form 1040) clients.

With MyTaxInfo ONLINE ORGANIZER, you do not have to complete all questions in one session.
You will be able to save your data, logout, and resume entering your information at a
later time. You have the ability to save data on individual screens along the way.

To simplify the data collection process, instead of a paper Organizer, you will receive
an easy-to-use web-based product in a secure electronic environment with no software
to download. With this new tool, you will have the ability to enter the information
needed to prepare your tax return. You will also be able to attach supporting documents
for us to review.

If you have already received your login information you may click on the link “Already MyTaxInfo User”.

If you would like to become a user click on the link “Become a MyTaxInfo User”.Enroll by email and you will receive a return e-mail that will provide you with a link to MyTaxInfo, your user name, and password. » ENROLL NOW

 

If you are a new client you can get started by downloading this PDF version.