SIGN AND DATE OUR ENGAGEMENT LETTER

(If you have already done this in the past, you do not need to do so again)

IF YOU ARE REQUESTING INDIVIDUAL TAX SERVICES,
FILL OUT THE QUESTIONNAIRE BELOW

IF YOU ARE REQUESTING BUSINESS TAX SERVICES,
FILL OUT THE QUESTIONNAIRE FOR BUSINESSES

GATHER  A COPY OF THE PRIOR YEAR TAX RETURNS

Gather all of the appropriate and needed tax returns from the previous year.

Then you will upload them to our portal in STEP 6. 

ASSEMBLE ALL CURRENT YEAR TAX FORMS

Please gather all of your current year tax forms for either yourself as an individual or for your business. 

Then you will upload them to our portal in STEP 6. 

UPLOAD YOUR DOCUMENTS 

Please upload your documents that you completed in STEPS 4 and 5 onto our secure portal.

Click the button below to access our secure portal link. 

Then, upload ALL documents to the same location. 

*Do NOT email them to us. 

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