Below you will find a New Client Tax Appointment Checklist and New Client Information Form.
The New Client Tax Appointment Checklist is a tool to help you prepare for your appointment with us. This is a form that you can print and bring with you, along with the items you will need for your appointment.
If you are making a tax preparation appointment with us for the first time, please complete and submit the New Client Information Form.
Let us know if you have any questions.