Client Forms (for Individuals & Families)
Click on each client form below to download and print. Then, please bring the forms to our office when you drop off your tax information.
First, the 2023 Year-End Letter is intended to update you on the latest developments in the tax world, as well as items to consider for tax year 2023.
Next, all clients must complete the 2023 Client Engagement Letter, which outlines the terms of our engagement with you.
Last, the 2023 Client Checklist is intended to help guide you through the gathering of your tax information. All clients must review and complete this document as well.
Client Forms (for Businesses)
All business clients must complete the 2023 Business Client Engagement Letter, which outlines the terms of our engagement with you. There is also a download of a Business Owner 1099 Questionnaire below (for those seeking our help in issuing 1099s).
Secure File Sharing (via ShareFile)
If you've set up an account with us, one of our office managers provided you a link to a secure file sharing folder for your account. You will have been prompted to activate your account and set up your personal password. You can access your secure ShareFile portal at any time by clicking here.
Other Helpful Tax Forms
Need updated tax forms? We've got 'em. Click on a given form below to download and print.
Banks Email / Newsletter Correspondences
Please sign up for our email / newsletter list below. We promise not to flood your inbox. We rarely send tax updates and correspondences more than twice a month. You can rest assured that we'll only send you the important stuff! After signing up below, you'll receive an email requesting that you confirm your subscription to our list. Please be sure to select, "Yes, subscribe me to this list" so that you can continue to receive important correspondences from us.
Privacy Policy
Your privacy is very important to us. Please read our privacy policy to learn more about the information we collect from you, how we collect it, and how it is shared.