Tax Organizer










Annual Tax Organizer

| Organizers| Other |


Thank you for allowing us to serve you in this annual responsibility. Our goal is to make tax filing as simple and secure as possible.


Cybersecurity concerns have increased our identity theft precautions.   Intuit's Proconnect Link service provides our highest level of secure communications.  It is a portal for sending and receiving tax information & documents using the latest security technology.  


To Use the ProConnect Link service. Send us an e-mail. We will reply with an email with the instructions for setting up your linked account. 



1.      Sign & return the Engagement Letter and Use Agreement. Typed E-signatures are now acceptable on all Federal IRS forms. 


2.      Include copies of drivers licenses for taxpayer and spouse for indentity verification.


3.      Review the Individual Tax Organizer   and gather your tax information. Use either the full organizer or the individual worksheets.


4.      Send the Organizer and your tax information. We encourage all to use the ProConnect Link service. We accept information by Mail, Email, Fax, Scan to Email and in person from all 50 states and U.S citizens abroad.


Send email to Use “Tax Info” for the subject.



1_Steve's signature


Steven D Clifford,

Enrolled Agent, Certified Financial Planner®




Click the title to download the file and choose "Save Target As"/"Save Link As"/"Download Link As" to save the file to your computer.

Tax Organizer:

OR Download Individual Organizer Worksheets as PDF files:

Other Tax Worksheets:


If you have any problems with these documents, please email us at If possible, please describe the problem you are encountering.


Clifford & Associates, LLC
S.D. Clifford Advisors, LLC
Harvest Pension Group, LLC

4150 Belden Village St. NW
Ste. 601
Canton, OH 44718


.: Professional Staff:.
Steven Clifford, CFP©, EA
Nancy Eagle
Cathy Pappas

Michael Beels, Registered Investment Advisor Representative



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© 2013 R. Shul | Updated 01/22/13 | Terms | Ph. 800.456.1803 | Fax 330.493.1807


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP©, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.