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Link to read me page with more information.

2017 Tax Links

Please find the category that best describes you and follow each link...


NEW Individual clients

New Client Basic Information Form

Engagement Letter - Individuals (Form 1040)

Tax Organizer - Blank

Upload Tax Documents

First year clients be sure to upload your 2016 Tax Return as well as a copy of you and your spouse's driver's license.  Learn how to use SmartVault HERE.

Let Us Know You Are Ready

IMPORTANT:  When you have completed all the steps above, please complete the above form.

Book an Appointment


returning individual clients

Engagement Letter - Individuals (Form 1040)

Important Contact and Life Changes Form (use if applicable)

Upload Tax Documents / Access Tax Organizer

Learn how to use SmartVault HERE.

Let Us Know You Are Ready

IMPORTANT:  When you have completed all the steps above, please complete the above form.

Book an Appointment


New BUSiness clients

New Business Client Basic Information Form

Engagement Letter - Business

Upload Tax Documents

First year clients be sure to upload your 2016 Tax Return. Learn how to use SmartVault HERE.

Business Documents Required

Let Us Know You Are Ready

IMPORTANT:  When you have completed all the steps above, please complete the above form.

Book an Appointment

Sample Capitalization Policy
 


returning business clients

Engagement Letter - Business

Upload Tax Documents

Learn how to use SmartVault HERE.

Business Documents Required

Let Us Know You Are Ready

IMPORTANT:  When you have completed all the steps above, please complete the above form.

Book an Appointment

Sample Capitalization Policy