The Tax Organizer will include questions and document upload list forms to support getting optimized results on your tax return.

​How to Complete Your Tax Engagement Letter​​​

If the information has not changed since the prior year. Select "Does not apply"
If you do not know the answer, "provide information in the comments and a team member will follow up.

Upload all your current tax documents to Intuit Link and mark the information complete or done when you feel you have all the information you want us to know. An automated reminder will be sent via email every seven days until your organizer is marked complete. If a lack of communication occurs, deposits may be forfeited.

SFR's philosophy is, "It's not what you make. It's what you keep." Let us help you build your dream financial system and net worth.

It's possible we added a form to achieve a better tax result. SFR is aware of these additional costs and balances this with adding complexity. If the additional refund is less than the cost of the additional form, it will not be added unless required by the IRS.