Tax Return Portal Web Organizer The Web Tax Organizer is a GREAT tool to help us (You & Me) get your tax return completed. IMPORTANT Before you can use this portal, we need to send to you an e-mail.  The e-mail will provide instructions on how to access your Organizer.  Access to this section of our website is reserved for clients who have requested our portal services. This secure extension of our website is designed to allow you to access your Organizer and to view a copy of your completed 1040 return. If you have a current account with us, please log in. If you'd like to learn more about this service, please Contact Us.