Broker Check

Organizers and Welcome Packet

Please select the organizer that applies to you. For example, if you run a small business out of your home, select "Individual & Sole Proprietorship Organizer". Once you fill this out, save as a PDF to your desktop and upload to our portal Encyro. Please review our Welcome Message.

If you have filed with us in a prior year, you only need to focus on new information. For example, we don't need your address as long as it has not changed. We only need you to put your SSN and name on the top so we can associate the document to your file in our system. 

*If we are your financial advisor, we will already have related tax documents such as 1099Bs, 1099Rs, and 5498s which will flow directly to your tax returns.

*If you own a business you have several options so that you don't have to fill out the financials on the organizers:

  • Invite us as accountant (for Quick Books online users)
  • Upload your Profit & Loss, Balance Sheet, and Cashflow statements
  • If we are your accountant, we will already have access to this data