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):
Our questionnaires and worksheets are updated annually. Please do not use older versions that you may have saved.
Annual Questionnaire (Required):
The Client Questionnaire assists you in gathering the necessary documents, while providing us with a better understanding what has occurred throughout the tax year. The questionnaire has now been formatted as a fillable pdf. Once completed please save and uploaded the completed form back to us