2017 Tax Organizer and Business Engagement Letters

Your Client Organizer is the important first step in analyzing your tax position for the year. It is designed to help you quickly and conveniently provide us with critical information in order to maximize your deductions and minimize the hassles.

Follow the steps below to access and print your 2017 Client Organizer via our Client Center on our website!

Step 1: Login
  1.  Select “Client Login” in the top right corner of our home page and enter your Username and Password. (Please be sure to contact our office at (636) 498-1900 for further assistance with your username and password.)
  2. Click Login
Step 2: Select and Print
  1. Click your name (on the left) and open the Tax Returns Folder (in the middle of the screen). Click on the 12/31/17 folder.
  2. Choose “Client Organizer” and Print
Step 3: Deliver
  1. Be sure to answer all questions and make necessary changes.
  2. Submit to Rackers & Fernandez along with your Tax Documents.
  • Note: You may scan and upload all items using our “File Exchange” feature within your portal.
Once again, if you have any questions please contact our office and we will be happy to assist you.

Thank you for choosing Rackers & Fernandez, LLC for your tax preparation needs.