top of page

NEW CLIENTS

Thank you for your interest in working with us!  The steps to becoming a new client are listed below.  Feel free to contact our office with any questions.

Step 1: Connect

Let's see if this will be a good fit:

​Please note that we are no longer accepting new clients for the 2025 filing year, but recommend filing an extension and following back up with us in May 2026 to discuss services.

two smiling employees stand behind stacks of file folders and hold up white folders with the company logo

Step 2: Engage

Once we both decide to proceed, we will send you the following documents to review and sign:

  • Client Agreement & General Engagement Letter

​​

  • Billing & Fee Agreement

​

  • New Client Information Form

Step 3: Upload

Please provide us with your most recent tax returns and business financials:

View our Resources & Frequently Asked Questions (FAQs)

New Client - Contact
bottom of page