2017 Client Tax Organizer (Fillable PDF format)
Our tax organizer can facilitate the process of pulling together your tax information. Clients can fill out the PDF on the computer or print out a blank tax organizer to be filled out by hand. Once the tax organizer is completed, a copy can be returned to our office via mail, email or fax, or by uploading a PDF copy to the client portal.
2017 Client Engagement Letter
After filling out the section at the bottom of the engagement letter, clients can return a signed copy to our office via portal, mail, email, or fax.