Now that you have scheduled your new client appointment, you will receive a series of emails from us.
Welcome Email
Request for New Client Information
Online Client Portal Invitation & Instructions
Request for Prior Year Tax Return
Our preference is to have you complete all these tasks prior to your meeting. If you are not able to, no problem. We can deal with these during or after the meeting.
In addition to your prior year tax return, you may give us any other information you feel would be helpful at your meeting.
If you prefer not to do these things online, we will have paper copies for you to fill out when you're in the office. If you cannot or do not want to scan your documents, just bring them to your meeting and we will do it for you.
If you would like to get a jump start on the new client information request, you can complete the form below. You can also read our services agreement if you are interested.
We're looking forward to meeting you!