Online Client Organizer
We take the security of your personal information seriously.  With that in mind you can find your tax organizer located on your secure online account. 

Follow the directions to the right to access your organizer.

If you have any questions, or would like a paper copy or your tax organizer please contact Maria at our office.

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McBeath, Fates & Ivers, P.C.
Online Client Organizer
Your online client Organizer is the important first step in analyzing your tax position for the year.  Our online version is designed to help you quickly and conveniently provide us with critical information to maximize your dedications and minimize the hassles.  Here is how to complete yours:
How to Access your Online Client Organizer
Follow the steps below to print your client organizer via your online account at

Step 1: Login
  1. Go to
  2. Go to the Client Center, enter you username & password (Your email is your username unless you have changed this)
  3. Click Login

Note: If you forgot your password, click on the forgot password link.  Remember your e-mail is your 'Login' unless you have changes this.  

Step 2: Select & Print
  1.  Click Your Name located on the the left.
  2. Open the Tax Return Folder 
  3. Select the tax year (12-31-14)

4.  Click on the Client Organizer and Print 

Step 3: Deliver