New Client Form

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.

New Client Tax Appointment Checklist New Client Tax Appointment Checklist (69 KB)


New Tax Client Information Form

* Required











Individual
Joint



Yes
No

Yes
No