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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

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Step 2: Engage

Once we both decide to proceed, we will send you the following documents to 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
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