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Important Changes Related to the Preparation of your Individual Tax Organizer


In the spirit of continuous improvement, we have identified an area that caused delays in the processing of our clients’ individual income tax returns this last year. As such, we have transitioned our Individual Income Tax Organizer process to make it completely electronic for this upcoming filing season.  To facilitate this change, we will be utilizing a program called SafeSend Organizers.  SafeSend is not new to our firm, as we also utilize this to securely deliver electronic copies of tax returns.

The process:

  • You will receive an email from Mathieson, Moyski, Austin at noreply@safsendreturns.com.  Add this email to your safe list to prevent it from being categorized as spam or junk.
  • If you do not see an email from Mathieson, Moyski, Austin at noreply@safesendreturns.com, please check your Spam or Junk folder.
  • For the best experience, we recommend using Google Chrome, Edge, or Mozilla Firefox.

The benefits of this new electronic organizer process include:

  • Increased security around the sharing of your confidential tax documents.
  • Our immediate access to your uploaded documents.
  • Simultaneous access to the same tax documents – you will retain a copy of all information you provide to us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.

SafeSend Organizer Process

If you have any additional questions, please call our office at (630) 653-1616.