New Client Information Form

Below are two forms for new clients ready to begin our onboarding process.  The first form is for primarily tax return work, and the second is for business clients also interested in bookkeeping/accounting services.

We will be publishing our updated client engagement letters for 2019 tax work in January 2020.  Here is a link to our 2018 engagement letter for tax services.


Form for New Tax Clients (Individuals and Businesses)

Form for New Accounting Services (Business) Clients



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