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NEW CLIENTS

Thank you for your interest in working with us!  The steps to becoming a new client are listed below.  Feel free to contact our office with any questions.

Step 1: Connect

Let's see if this will be a good fit:

In the meantime:

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Please note that we are no longer accepting new clients for the 2023 filing year, but are happy to discuss 2024 and beyond.

two smiling employees stand behind stacks of file folders and hold up white folders with the company logo

Step 2: Engage

Once we both decide to proceed, we will send you the following documents to sign:

  • Client Agreement & General Engagement Letter

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  • Billing & Fee Agreement

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  • New Client Information Form

Step 3: Upload

Please provide us with your most recent tax returns and business financials:

View our Resources & Frequently Asked Questions (FAQs)

New Client - Contact
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