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

Talk to Us

In the meantime:

View our Current Client Publications

New Client Basic Information Form - for K-1s, Business Owners, etc.

Bookkeeping and Accounting Expectations for Business and Entity Tax Returns

Our Services

FAQs

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:

Portal Log In - Account Required

File Drop - No Account Required

View our Resources & Frequently Asked Questions (FAQs)

Resources