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2020 Organizer

Click on Link to access our Client Organizer

The file below is in a PDF format and Password Protected. You will need Adobe Reader version X or greater to view it. If it is not installed on your computer, download it free from Adobe. Clients who did not receive the password can call (216) 382-6400 or e-mail us at

Next year you have the choice to have your Organizer E-mailed directly to you. Please include your e-mail address on the appropriate line of the Client Organizer and be sure to let us know that you want this service for future years.

2019 Tax Organizer