2019 Tax Deadlines
Simple 3-Step Process
Submit the Tax Info Questionnaire (on the left)
We'll send you a list of documents that you need to gather together for us.
Submit your documents to us, and we'll prepare your return!
TAX INFO QUESTIONNAIRE FOR NEW CLIENTS
This Tax Info Questionnaire allows us to review any changes in your tax situation, as well as provide you with a customized list of documents that you will need gather. It should take less than 10 minutes to complete!
PLEASE NOTE: As a New Client of ours, we will also need a copy of your last year's Tax Return (two years is preferred.) You can submit them separately to us HERE, as well as fax, email, or mail it to us. After we receive this questionnaire, you will receive a welcome email to register to our Client Portal, where you can upload documents to your account for easy access and permanent storage!