Thank you for the opportunity to serve your tax and bookkeeping needs. We appreciate your business and the confidence you have placed in us. If you are interested in becoming a new client. Please contact us today to discuss your needs and allow us to discuss how we can help you.

For existing clients, we have implemented a new way to share documents using Secure File Pro. Your username and password should have been sent to you. Please contact us if you have any trouble logging in or if you have not received your login information. Click the box above to be directed to the Secure File Pro site. Please use the Secure File Pro client portal to send your documents and do not email anything with your social security number or other sensitive information.

Click on the links below to download important files.

2020 Client Letter

2020 Tax Organizer

Tax Checklist

Due Diligence Questionnaire – College Student

Due Diligence Questionnaire – Qualifying Child

Due Diligence Questionnaire – Head of Household

Leave a Reply