New and Returning Clients complete the Client Intake Form include uploading all tax documents and deductions. If you have any questions, please let us know how we can assist you. 

Once you become  a client, you will receive a "Welcome" email with a list of documents we will need,  expense/write-off worksheet, and we will reserve a time for a call or virtual appointment to complete client intake.

We are a family owned firm. You will speak directly with the professional you will work with.  Your service will suit your needs specifically.  We are not a cookie cutter firm. 

We have built our business on relationships and referrals.  This includes referrals for clients and potential employees.  If you wish to discuss either, we would be honored and promise to show the care we would show our family to your family & friends.