CLIENT CENTER

Policies and Procedures Please download and review our Policies and Procedures document before your appointment for services and billing information.Click to view PDF
Tax Organizer To get started with your tax return preparation, please download and complete the applicable tax organizer(s).
Personal Tax OrganizerClick to view PDF
Small Business Tax OrganizerClick to view PDF
Real Estate Tax OrganizerClick to view PDF
New Client Package Policies & ProceduresClick to view PDF
Privacy LetterClick to view PDF
Tax Engagement LetterClick to view PDF
Tax Services QuestionnaireClick to view PDF