Building and understanding your accounting and tax needs

To best serve our customers we like to get to know you and learn about your accounting, tax, and business situation. To assist us prepare for our first meeting we developed a new client form. If you can fill this out and send this to us before our first visit this will be very helpful.

In our first visit we will review your past returns and examine your current year information. At that time we will also discuss how we can help you with your filing and provide you with some estimated fees for our service. For business clients, we also provide a written engagement letter spelling out in greater detail our level of service and applicable fees.

If you would like to meet to discuss your own tax situation please give us a call or use our contact us form to schedule a meeting.

Please download, print and fill out the ‘New Client’ form prior to your visit.

New Client Form (PDF)