To help you prepare for your tax appointment, the office provides an annually updated 2025 individual tax organizer to help collect relevant information.
This Full Organizer includes entries for basic information, itemized deductions, rental properties, and self-employment expenses.
2024 Full Organizer – This Full Organizer includes entries for basic information, itemized deductions, rental properties, and self-employment expenses.
2023 Prior Year Individual Organizer – If you are filing your 2023 return late, please use this organizer.
2022 Prior Year Individual Organizer – If you are filing your 2023 return late, please use this organizer.
2024 S Corp Organizer – Use this organizer for S-Corp incorporated business entities.
New to Insight Tax? Welcome! 🎉 We make the process simple, secure, and stress-free. If we’ve prepared your taxes before, you can save time by visiting our Returning Clients page—but if this is your first year with us, here’s how to get started:
Step 1
Reach out to provide your basic information. We’ll set up your secure file portal, which protects your confidential tax documents and reduces the risk of identity theft.
🔒 For your security, please share sensitive details such as your SSN or ITIN only by phone, fax, or during a scheduled appointment—not by email.
Step 2
You’ll receive an email invitation to create your portal account. Once activated, you can safely exchange files and messages with us anytime.
Step 3
Use the secure portal to upload W-2s, 1099s, and other tax forms. The portal works on desktop and mobile—you can even snap photos of documents for easy upload.
If this is your first year with us, please also provide a copy of your most recently filed tax return. This helps us carry over important items and ensures accuracy.
We’ll also ask you to complete a general tax organizer, and if needed, provide additional worksheets for situations like rental properties, small businesses, or other unique tax matters.
Best option: Use the secure file portal—it’s fast, safe, and convenient.
Other options: Mail, fax (2536533287), or drop off documents in our locked collection box at our office.
Office hours: 9AM–5PM, Monday–Friday. We’re often available evenings and weekends too—please call 2536533287 to confirm.
