You get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Our tax worksheets & client questionnaire will help you to gather and organize your specific tax information.
Annual Engagement Letter (Required):
The Engagement Letter specifies the terms of our engagement to ensure a clear understanding of our mutual responsibilities. Click the link below to Docusign your Engagement Letter.
Annual Questionnaire (Required): The Client Questionnaire assists you in gatheling the necessary documents, while providing us with a better understanding what has occurred throughout the tax year.