Please right click on each organizer that you need for your tax situation and select 'Save As' and download to your hard drive. You can then open the files and print them. All organizers are in pdf format.
Client Acknowledgement Form
Client Consent Form
Personal Internet Storage Vaults - the smart, affordable solution to safeguarding your important documents. It's offsite and you don't have to go to the bank to see what's in your safety deposit box. Just look online with your personal user ID and password. Quick and easy! Save your time and money.
Five levels of membership ~
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Bronze: We will set up your Basic files. This includes files for your deeds, wills, medical directives, insurance (life, health, auto, homeowners). You add your files, change or remove as often as you like using your ID and password from the web site. $19.95/month. Introductory Offer: $9.95/mo. for six month trial.
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Silver: We set up your file storage system and customize for your individual needs. You add your files, change or remove as often as you like using your ID and password from the web site. We will also help you maintain your Vault storage. $29.95/month.
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Gold: We set up your file storage, customize, and help you maintain your Vault storage. You have access 24/7 for adding and changing files. Plus 4 hours of yearly consulting and 10% discount from regularly hourly fees for additional consulting. $39.95/month. $3,000 value
Platinum: We set up your file storage with full customization and maintain your Vault storage. Send us your important documents for storage and have 24/7 access. This includes unlimited yearly coaching and annual tax preparation. Annual fee is based on your needs and objectives. Priceless value!
For information and how to order: 1.800.742.3032
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