PLEASE NOTE: WE NO LONGER ARE ACCEPTING NEW CLIENTS
NOTICE
For the safety of our staff and for our clients, we have suspended our practice of meeting with clients when dropping off tax data.
You may mail or drop off your information during office hours. If you would like to send your data electronically, please contact us. We would be happy to send you a Link to our tax software.
Business Hours
Starting January 23, 2023 thru April 12, 2023
Mondays-Drop off only
Tuesday-Friday, 8:30am-5:30pm
Starting February 11, 2023
Saturday, 9:00am-Noon
New Client Form (PDF)
Engagement Letter (PDF)
Consent to Use (PDF)
Consent to Disclose (PDF)
Privacy Statement (PDF)
LINK (PDF)
Questionnaire (1 of 2) (PDF)
Questionnaire (2 of 2) (PDF)
FAQs