All clients must complete the "Client Engagement Letter". The "Client Checklist" is intended to help guide the gathering of your tax information. Click on each client form below to download and print. Then, please bring them to our office when you drop off your tax information.
Secure File Sharing (via ShareFile)
If you've set up an account with us, one of our office managers provided you a link to a secure file sharing folder for your account. You will have been prompted to activate your account and set up your personal password. You can access your secure ShareFile portal at any time by clicking here.
Helpful Tax Forms
Need updated tax forms? We've got 'em. Click on a given form below to download and print.
BANKS EMAIL / Newsletter CORRESPONDENCES
Please sign up for our email / newsletter list below. We promise not to flood your inbox. We rarely send tax updates and correspondences more than twice a month. You can rest assured that we'll only send you the important stuff! After signing up below, you'll receive an email requesting that you confirm your subscription to our list. Please be sure to select, "Yes, subscribe me to this list" so that you can continue to receive important correspondences from us.