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Secure Document Upload

Click the upload icon above to securely submit any tax documents or additional paperwork we may need.

Please Read Before Completing Your Forms

If you're unsure which forms you need, contact us before submitting additional paperwork.

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FOLLOW THE INSTRUCTIONS THAT APPLY TO YOU

Are You a New Client?

1.

Start With The Client Intake Form

If you're working with us for the first time, complete the Client Intake Form so we can learn more about you, understand which services you need, and determine how we can best assist you.

Please Note: DO NOT complete any additional forms unless instructed to do so. You will be advised if any other forms or questionnaires are required based on the services you need.

Are You an Existing Client?

2.

DO NOT Complete The Client Intake Form

The Tax Season Questionnaire and Tax Service Waiver are intended for clients receiving tax filing services. We will let you know when it's time to complete these forms online.

If you're requesting Bookkeeping, LLC & EIN creation, or other services that don't involve tax filing, you do not need to complete the tax forms unless we instruct you to do so.

Welcome Back!

NEW Clients Only!

Client Intake Form

Tell us more about yourself, your business, and the services you are interested in. The information you provide helps us understand your needs and prepare for the next steps in working with you.

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Bookkeeping Client Information Form

Provide important information about your business, bookkeeping needs, and current financial records. This helps us better understand your business and determine how we can best support your bookkeeping needs.

Complete Form

Tax Season Questionnaire Form

Complete this questionnaire to provide the personal, financial, and tax-related information needed to prepare your tax return. Please provide as much accurate and complete information as possible.

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Tax Season Questionnaire Form (Spanish)

Complete este cuestionario para proporcionar la información personal, financiera y relacionada con sus impuestos necesaria para preparar su declaración de impuestos. Por favor, proporcione información lo más completa y precisa posible.

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Tax Service Waiver Form

Please review and complete this form to acknowledge the terms, responsibilities, and requirements related to your tax preparation services. Your acknowledgment helps ensure a clear understanding of the services being provided.

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Tax Service Waiver Form (Spanish)

Revise y complete este formulario para reconocer los términos, responsabilidades y requisitos relacionados con sus servicios de preparación de impuestos. Su confirmación ayuda a garantizar una comprensión clara de los servicios que se proporcionarán.

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