Client Forms & Links
Engagement Letters & Forms
If you are a new client, please complete each of the following steps:. This entire onboarding should take no more than 30 minutes.
2024 Tax Prep Engagement
Please complete this Pandadoc form if you are a returning client and want us to complete your 2024 taxes.
New Client Required Forms
If you are a new client, please complete each of the following steps:. This entire onboarding should take no more than 30 minutes.
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Complete your 2024 New Client Packet
Please complete this Pandadoc form so we can onboard you properly and for you to engage our tax services. This step takes approximately 15-20 minutes so please allow yourself adequate time to answer these questions as completely as possible.
Upload your last 3 years of tax returns (and any other documents you have)
It is critical you give us your last 3 years returns (if you have them) so we can prepare your tax file. This should be done before tax season if possible.