Client Forms

Click on each client form below to download and print. Then, please bring the forms to our office when you drop off your tax information.

  • The 2018 Year-End Letter is intended to update you on items to consider for tax year 2018, particularly changes resulting from the “Tax Cuts and Jobs Act.”

  • All clients must complete the Client Engagement Letter.

  • The Client Checklist is intended to help guide you through the gathering of 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.

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Privacy Policy

Your privacy is very important to us. Please read our privacy policy to learn more about the information we collect from you, how we collect it, and how it is shared.