Reduce back‑and‑forth with clients
Clients complete organizers online with fewer missing items and fewer follow‑ups.

Collect complete, accurate data the first time
Structured digital organizers reduce errors and speed up return preparation.

Standardize your workflow across all returns
Every client follows the same clean, predictable intake process.

Collect Client Tax Data Faster
Reduce Errors - Improve Engagement

Stack of files full of client tax records that create office clutter covered by the "NO" symbol to illustrate that this is removed when using online forms for client tax data collection.
Universal No symbol.

Digital organizers built for CPAs and Enrolled Agents who want a smoother, more accurate, and more client‑friendly workflow

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DESIGNED BY HENRY B. BURDG, CMC — DELIVERING HIGH-TOUCH CONSULTING AND WORKFLOW SYSTEMS FOR OVER 46 YEARS.

Stacks of paper documents clipped together that represent the overload of paper forms submitted to a tax prep firm by clients at tax time.
Learn more about how we can improve your tax practice

Upgrade to Online Tax Organizers

Digital organizers give your firm a faster, more accurate way to collect client tax data. They reduce missing information, eliminate handwriting issues, and create a consistent workflow across all returns. Learn how digital transformation strengthens your tax practice…..

Digital transformation paper to web

Our Focus is on Information Gathering & Document Collection

This is the 2nd step in the typical 5-step tax return preparation process.

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Typical 5-step tax process flow diagram.

We offer 3 service plans

Basic

Tax Client Electronic Questionnaire/Organizer

Basic PLUS

Tax Client Electronic Organizer/Questionnaire + Business, Rental Property, & Farm Worksheets

Custom

Electronic Custom Forms

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We use Cognito Forms as the preferred Platform

Cognito Forms is an advanced online form builder to create, publish, and manage customized forms. This is our preferred platform for gathering client tax data.

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How we Engage…

We follow ISO 20700:2017 guidelines for management consulting services.

Our focus is on a thorough client needs analysis, a well-structured project plan, active engagement with the client, and consistent communication to achieve desired outcomes.

The key steps for effective management consultancy services include:

  • understanding client needs,

  • defining project scope,

  • developing a consultancy approach,

  • implementing the plan,

  • monitoring progress,

  • evaluating results,

  • and communicating effectively throughout the engagement.

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ISO 20700:2017 Self-declaration mark

Designed with Experience…

Engage Henry Burdg with over 46 years of management consulting experience completing hundreds of engagements.

For the past 5 years he has served as a resource consultant to a small/medium-sized accounting, tax, business services firms completing client-facing projects to enhance engagement and communications processes primarily using technology. Applications of customized spreadsheets, reports, budgeting tools, tax organizers, scheduling, and client employee handbooks.

Potrait of Henry Burdg

Henry B. Burdg, CMC Owner & Technical Consultant

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Get in Touch!

Welcome to our Online Tax Organizers service tailored for CPAs & Enrolled Agents. Reach out to us today - we are here to make gathering client tax information seamless for you!

Send us a message and we will follow-up

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